Posts about
Financial Planning
Cybersecurity: 3 Tips To Better Protect Your Data
There has been a need for cybersecurity since the 1970s and since then the need has grown rapidly, especially over the past couple of years. With more Americans online now than ever before, we are...
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Trouble with the (Yield) Curve
The first quarter of the year presented a bumpy start to 2022. We are in a time where multiple events seem to be occurring all at once. This includes inflationary concerns, Russia's recent aggressive...
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Tax Season is Every Season
Introduction Tax season is in full swing. As we write this blog, we are about a month away from the annual April 15 Tax Day deadline. Most people think about taxes once or maybe twice a year at...
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Planning with Purpose
As financial planning professionals, our primary role at BentOak Capital is to help our clients create and track progress towards their personal and family goals. As a business, we internally create...
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Private Wealth Management or Financial Planning: Which Is Right for You?
Nowadays, you see more people becoming aware of financial wellness and the importance of having a plan in mind. However, the eagerness to get our finances together often raises new concerns. For...
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How to Choose a Wealth Management Advisor
Tackling financial planning on your own can be tricky . There are so many aspects that you need to consider in order to make the wisest investments that will yield high returns for your future. Many...
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9 Ways Towards Preserving and Growing Wealth
After over a year of the Covid-19 pandemic, many have seen an increasing gap in wealth distribution in America. Eleven weeks into the pandemic, the world already saw a 42.6 million unemployed...
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Asset Management vs. Wealth Management and the Advantages of Holistic Financial Planning
Financial planning is essential for everyone, but it is especially vital to those with a high net worth or complex portfolio of assets. Without a comprehensive financial management strategy, you will...
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The Importance of Financial Goals in the Wealth Management Process
Whether you have several decades until retirement or are nearing the light at the end of the tunnel, you have probably given some thought to wealth management . No matter where you find yourself on...
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Financial Matrimony for Newlyweds
In November of 2018, I had the privilege of marrying my high school sweetheart. We had dated for ten years prior to getting married, so history was on our side! Being a couple of kids in college was...
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Saving for College
At some point during my time in college, the tuition rate at the university I attended hit $400 per credit hour. At the time I remember thinking, as a naive young person, that that was a lot of...
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Getting Started With Your 401(k)
Years ago, there was no such thing as being a retirement investor. Retirees were often referred to as “pensioners” – they received a defined benefit from their retirement plan without ever having to...
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