Insights

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

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

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Cryptocurrencies Can Be Highly Speculative and Risky.

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

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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.

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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.”

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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.

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Why You Should Have A Fiduciary Financial Advisor

It’s very important that you work with a financial advisor that pledges to act as a fiduciary. You should hire a financial advisor that pledges to make recommendations that are in your best interest. That’s why working with a fiduciary is so important.

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Why We Put Our Assets At Risk

Yeah, there are some crazy things going on in the world right now! So, why should we put our money at risk by owning stocks? The reality is that there are many options for where to put your money and every one of them carries a risk!

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Will stocks increase forever?

With markets at all-time highs, many are asking: “Should we take some money off the table?”

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Process saves us from the poverty from our intentions.

I recently heard a powerful quote from Seth Godin: “Process saves us from the poverty of our intentions.”

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Welcome to Oak Road Wealth Management!

Welcome to Oak Road Wealth Management!

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What football can teach us about diversification

What football can teach us about diversification

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What REALLY matters when it comes to building wealth?

What REALLY matters when it comes to building wealth?

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The truth about Social Security

The truth about Social Security

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5 Ways to Use Your Tax Refund Wisely

5 Ways to Use Your Tax Refund Wisely

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Accepting market cycles and focusing on the process

Accepting market cycles and focusing on the process

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Choosing a Financial Advisor: Fee-Only vs Fee-Based

Choosing a Financial Advisor: Fee-Only vs Fee-Based

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Where did we get this idea that we need to try to beat the market?

Where did we get this idea that we need to try to beat the market?

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It’s ‘OK’ to Have an Emotional Attachment to Your Money

It’s ‘OK’ to Have an Emotional Attachment to Your Money

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What are Common QCD Mistakes to Avoid?

What are Common QCD Mistakes to Avoid?

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What Are the Disadvantages of a 401(k) Rollover?

What Are the Disadvantages of a 401(k) Rollover?

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How Long Do I Have to Roll Over My 401(k) After Leaving a Job?

How Long Do I Have to Roll Over My 401(k) After Leaving a Job?

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