Insights & Financial News | Oak Road Journal

Insights

Now is the time to start a retirement plan for your company

Starting a retirement plan can be simpler and more economical than you might think. There are several different types of retirement plans to choose from, we can help you decide which type is right for you based on your company’s specific needs.

Financial Planning that Gives You Confidence

“What if I said you’ll have $1 million at retirement? Sounds great—but what will it actually mean? Financial planning used to focus only on building wealth.”

The Stock Market Has Outperformed Expectations!

A $10,000 investment in the S&P 500 40 years ago could be worth about $377,000 today.

Cryptocurrencies Can Be Highly Speculative and Risky.

Many investors are exploring cryptocurrency, but the risks can be significant.

Investing Through Market Volatility: It’s Going to Be OK

Every year, financial experts make predictions about where the markets are headed next.

How To Setup A Retirement Plan For Your Small Business

Less than half of small businesses offer retirement plans, making it harder for many people to start saving for retirement.

Help Your Employees Understand Their 401K

Many employees lack guidance on their 401(k), making it harder to maximize their retirement savings.

Why You Should Consolidate Your Old 401(k)s With a Financial Advisor

If you’ve changed jobs, you may have old 401(k)s left behind—and managing them often gets overlooked.

Your Money, Their Target: How to Stay One Step Ahead of Scammers

It often starts with a simple click or a moment of distraction. A convincing email, a friendly-sounding voice on the phone, or a deal that seems too good to pass up. However, these official looking messages are actually scammers.