Apr. 17, 2020
5 Reasons This May Be The Right Time to Consider a Roth Conversion
The allure of tax-free money is undeniable. And right now, it may just be one of the best times in…
Our Blog.
01
Latest News
Blog Archive.
Most Recent Posts
Jan. 13, 2020
Are You Financially Ready to Retire?
One of the biggest obstacles faced by those nearing retirement is knowing whether they are financially ready to retire. Often,…
Jan. 2, 2020
4 Ways the SECURE Act Will Change Your Retirement
Just before 2019 ended, Congress surprised us by approving the Setting Every Community Up for Retirement Enhancement Act of 2019,…
Dec. 12, 2019
Year-End Tasks and December 2019 Market Update
In this webinar, Oakmont Advisory Group's David Hicks and Ryan Gilmore review the stock market's performance in the month of…
Aug. 8, 2019
Why Standard Deviation Matters When Retirement Planning
When it comes to investments, most people want to focus on annualized rates of return. Why? There are numerous reasons,…
Jul. 25, 2019
Why Your Average Rate of Return Is Misleading
In 1914 at the start of World War I, none of the combatants provided steel helmets to their military soldiers.…
Jul. 12, 2019
3 Reasons to Consider a Reverse Mortgage (And 2 Reasons Not To)
I’m not an envious guy by nature. However, I can count on one hand the times in my life that…
Jul. 9, 2019
Trade Uncertainty and Expected Fed Rate Cuts Make for a Volatile Quarter
Historically typical volatility returned in the second quarter as uncertainty regarding U.S.-China trade relations, future Federal Reserve interest rate policy,…
Jul. 3, 2019
What Is a Stretch IRA?
In our society legacies matter. When we look at people, we want to know what will be the lasting effect…
Jul. 2, 2019
Investment Fees Explained
I love dogs. I love my dog. She's a three-year-old Bernese Mountain Dog named Ada and you would love her,…
load more
