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    Practical Finance

    Private Wealth Management or Financial Planning: Which Is Right for You?
    Understanding Inflation & Interest Rates
    22 Sep 2022
    ·
    Inflation and interest rates have been the media’s main headliners for most of 2022, and with good reason – this is the highest inflation has been in more than three decades and interest rates have...
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    Private Wealth Management or Financial Planning: Which Is Right for You?
    What Does It Mean To Truly Be Diversified
    16 Jun 2022
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    We are almost halfway through the year, and we have seen increased movement in the markets due to several factors. This includes downside volatility (markets declines), and some to the upside (market...
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    Private Wealth Management or Financial Planning: Which Is Right for You?
    3 Things You Can Do When Your Investment Portfolio is Down
    16 Jun 2022
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    Just like the seasons, the winds and temperatures of the financial markets change throughout the year. And, when the storms come, we all feel better about seeking refuge.  The current market...
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    Private Wealth Management or Financial Planning: Which Is Right for You?
    3 Things to Remember During a Stock Market Correction
    01 Jun 2022
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    As the S&P 500 kisses bear market territory (down 20%), you can expect no shortage of bold predictions, “told ya so” declarations and doomsday outlooks. The secret to managing through a bear market...
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    Private Wealth Management or Financial Planning: Which Is Right for You?
    Cybersecurity: 3 Tips To Better Protect Your Data
    06 May 2022
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    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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    Private Wealth Management or Financial Planning: Which Is Right for You?
    How We Learned to Stop Worrying and Love the 1040
    28 Apr 2022
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    If you have met with one of our advisors, we have probably asked you to share your most recent tax return with us.  While we are not tax advisors or tax preparers, we do have a lot of experience with...
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    Private Wealth Management or Financial Planning: Which Is Right for You?
    Getting Organized
    02 Mar 2022
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    In January we introduced to you our 2022 theme – Planning with Purpose.
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    Private Wealth Management or Financial Planning: Which Is Right for You?
    Planning with Purpose
    26 Jan 2022
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    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?
    5 Retirement Income Strategies You Should Know
    09 Nov 2021
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    I’m sure you’ve heard how important it is to plan your retirement ahead of time, right? Sometimes that’s easier said than done. Here are a few income strategies to help you live the life you want...
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    Private Wealth Management or Financial Planning: Which Is Right for You?
    How to Choose a Wealth Management Advisor
    27 Sep 2021
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    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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    Private Wealth Management or Financial Planning: Which Is Right for You?
    Financial Matrimony for Newlyweds
    10 Sep 2020
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    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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    Private Wealth Management or Financial Planning: Which Is Right for You?
    Getting Started with an Advisor: 10 Things to Consider
    09 Jun 2020
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    When was the last time you visited your doctor? Did you go for a routine annual physical, or for an emergency? Did you get a simple blood test or have surgery?
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    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.

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