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Oxford Financial Partners

Oxford Financial Partners is an independent, fee-only fiduciary. We provide independent, objective financial planning and investment advice.

14 Pieces Of ‘Helpful’ Financial Advice That Might Actually Be Harmful

 
Oxford Financial Partners
Jan 26, 2022
Investing

10 Pro Tips To Help Financial Advisors Adapt To The DeFi Market

As more and more consumers tap into services like digital banking and online investing, it’s clear the decentralized finance movement is here to stay. With the shift away from traditional, centralized services toward peer-to-peer transactions,...

Oxford Financial Partners
Mar 29, 2021

Six Critical Things Investors Should Know About Tax Equity Investment

Tax equity investment represents a unique opportunity for both growing your passive income and lowering your tax bill. In exchange for partnering in and helping to fund a renewable energy project—such as a solar installation—an investor in...

Oxford Financial Partners
Mar 25, 2021

13 Things To Discuss With Your Financial Advisor (Besides Your Retirement Date)

Most people who consult a financial advisor for the first time know they’ll need to discuss their targeted retirement date. But this isn’t the only piece of information your advisor needs—the better they know you, your finances and your goals the...
Oxford Financial Partners
Jul 8, 2020

Before You Change Your Investment Portfolio, Consider These 14 Things

During volatile periods in the market, it can be tempting to shake things up a bit with your investment portfolio. However, it’s not always the best idea to do so. Experimenting and taking risks can sometimes yield high returns, but making rash...
Oxford Financial Partners
Feb 18, 2020

Investing In The Stock Market: 12 Tips For Newcomers

While the stock market can yield solid returns, it can be a minefield for those who aren’t financial professionals or who are new to investing. Newcomers can get tripped up trying to follow trends or blind themselves to the realities of the...
Oxford Financial Partners
Dec 17, 2019

Six Priceless Educational Resources For Managing Your Finances

In the recent past, many professionals have resorted to setting their retirement fund on autopilot, expecting it to deliver the returns they may need after they bow out of their careers. However, it has become quite evident that the "set it and...
Oxford Financial Partners
Aug 8, 2019

10 Self-Help Tips To Help Small Business Owners Keep Their Finances Organized

Owning a small business can come with a steep learning curve, and it’s one that many entrepreneurs face alone. Learning as you go is never easy, and there are many aspects of day-to-day business that need to be mastered. In particular, small...
Oxford Financial Partners
Jun 6, 2019

Launching A 401(k) Program For Your Employees? Follow These 12 Tips To Make It A Success

Many business owners started as employees on payroll for larger corporations. Because of this, they likely understand the importance of providing benefits like 401(k) programs for their own workers.

However, as the person in charge of deciding...

Oxford Financial Partners
May 30, 2019

Getting Client Calls After A Stock Market Shift? Here’s How To Reassure Them

The stock market is known for its ups and downs, but when a major shift happens, many investors go into panic mode. As a financial advisor, you’ve likely received frantic calls from your clients during these times: Are their investments safe? Do...
Oxford Financial Partners
Mar 13, 2019
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