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    Market Update

    Private Wealth Management or Financial Planning: Which Is Right for You?
    2022 1st Quarter Volatility: 5 Charts that Matter
    01 Mar 2022
    ·
    Stocks have gotten off to a very rocky start in 2022, with the potential for Federal Reserve rate hikes coming and the geopolitical worries over Russia and Ukraine only adding to the uncertainty. We...
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    Private Wealth Management or Financial Planning: Which Is Right for You?
    Election Preview Part 2: A Potential Trump Re-election
    01 Sep 2020
    ·
    Introduction A second term for President Donald Trump would likely feature a continuation of the pro-growth policies from the first term of his administration, and importantly for financial markets,...
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    Private Wealth Management or Financial Planning: Which Is Right for You?
    Election Preview Part 1: A Potential Biden Presidency
    24 Aug 2020
    ·
    Introduction While a potential Biden presidency may mean a shift from some pro-growth policies of the Trump administration, it’s possible any negative market impact may be muted. Economic forces tend...
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    Private Wealth Management or Financial Planning: Which Is Right for You?
    Mid-Year Outlook: 2020 Expectations
    15 Jul 2020
    ·
    Midyear Recap We are at the midpoint of 2020, and the last six months might feel like the longest decade of your life!  We have faced health, social, and economic issues that continue to impact our...
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    • Weatherford

      ADDRESS

      201 Fort Worth Hwy
      Weatherford, TX 76086

      PHONE

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    • Fort Worth

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      Fort Worth, TX 76109

      PHONE

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    • Lubbock

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      611 University Ave. Suite 220
      Lubbock, TX 79401

      PHONE

      806-771-1977

    About
    With financial advisors specializing in retirement planning, estate planning, tax planning, and general wealth management, BentOak Capital has the collaborative resources to address your individual needs.

    Please remember to contact BentOak Capital ("BentOak"), in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you want to impose, add, to modify any reasonable restrictions to our investment advisory services, or if you wish to direct that BentOak to effect any specific transactions for your account. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.bentoakcapital.com.

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