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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...
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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...
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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...
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    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.

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