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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,…

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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,…

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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…

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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,…

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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.…

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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…

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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,…

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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…

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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,…

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Jun. 13, 2019

Understanding Your Annuity Statement

Over the past several weeks, we’ve taken some time to look at deferred annuities. We’ve looked at what they are,…

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