No Portfolio Without a Plan
You read that correctly. The IRS is finally doing something to slightly improve the tax burden on retirees.
You may have heard that volatility has returned to the stock market.
I hope this letter finds you and your family healthy and happy as we begin the new year.
Retirement planning is a lifelong process that can shift as time goes on. Details such as your retirement goals, your post-retirement tax burden and your level of savings can all ebb and flow depending on your financial circumstances. However,...
Inflation on the Rise
Want to know if you're dealing with an honest investment advisor? Ask them this one simple question: "Where do you think the market is going?"
In the article Setting Your Investment Policy we established that stocks are a proven tool for funding long-term retirement goals, and that they are inherently volatile. These realities should be documented between a client and their advisor in a...
Year to date the S&P 500 has set new record highs 53 times. While the market has cooled a bit of late, it's still up more than 18% for the year. At this point some experts are predicting continued strong gains, while others suggest the market is...
You read that correctly. The IRS is finally...
You may have heard that volatility has returned...
At Oxford Financial Partners, our fundamental...
Bad things can happen to really good companies....