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Baby Boomers: Don’t Buy Into These 10 Pre-Retirement Investment Myths

As Baby Boomers approach retirement, they may encounter a lot of so-called “expert” advice telling them how to invest just before or during their golden years. While some of this guidance is sound, other tips are myths that may, in fact, steer...

Erik Christman

Jun 17, 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

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 watched as their plans took an unexpected downturn, leaving some dismayed and...

Erik Christman

Mar 29, 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

The Deep Vault of Millennial Fintech Apps - 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 is an easy target for fintech companies, which often claim to help people save money...

Erik Christman

Feb 4, 2019

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 strategies aligned as the new year gets underway. After all, it’s said that you should...

Oxford Financial Partners

Jan 15, 2019

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OUR BLOG

In The News

Baby Boomers: Don’t Buy Into These 10 Pre-Retirement Investment Myths

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

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

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