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Get tips and insights on investing, retirement, managing your finances, and more from professional advisors at Oxford Financial Partners.

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...

Nearing Retirement? 10 Ways To Make The Most Of Your Investments In Today’s Volatile Market

In late 2018, the stock market experienced what some call a “mini-crash.” Investors nearing retirement and hoping to exit the market and workforce on a high note...

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...

The Deep Vault of Millennial Fintech Apps - The Ringer

Read More at The Ringer

How Fintech Companies Are Failing To Help Millennials With Financial Security

Low incomes, high urban rents, hefty student debt and spending habits are just a few reasons millennials struggle with their finances. That’s why this generation...

15 Steps Entrepreneurs Need To Take To Start 2019 Off On The Right Financial Foot

The holidays are fast becoming a distant memory -- short, glorious and now gone. In the post-holiday glow, small business owners need to remember to keep their...

In The News

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

Nearing Retirement? 10 Ways To Make The Most Of Your Investments In Today’s Volatile Market

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

The Deep Vault of Millennial Fintech Apps - The Ringer

How Fintech Companies Are Failing To Help Millennials With Financial Security

15 Steps Entrepreneurs Need To Take To Start 2019 Off On The Right Financial Foot

Cincinnati Magazine Five Star Wealth Manager

Oxford Financial Talks About Breaking Away - RIA Channel

Investing in the home stretch to retirement - CNN Money

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