Dec. 3, 2021
Inflation and Retirement Withdrawal Strategies
Inflation is red-hot right now. With the annual inflation rate currently at the highest level it’s been since 1990, running at 6.2% year-over-year in October 2021, you may…
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10 Result(s) in the “Investing” Category
Nov. 12, 2021
Longevity and Financial Planning
The longevity of Americans is increasing. The average lifespan of someone born in 1950 was 68.2 years. Someone born in 2020 can…
Oct. 15, 2021
What is Hindsight Bias and How You Can Keep It From Impacting Your Investments
Hindsight is 20/20. Haven’t we all heard that before? From sports to legal trials and political elections, many of us…
Oct. 8, 2021
Have You Heard About the “Rich Person’s Roth?”
A Roth IRA is one of the best ways to minimize taxes, but many people earn too much to qualify…
Oct. 1, 2021
Value Versus Growth: The Case for Staying the Course
Near the end of last year, value stocks — companies that are considered cheap and are trading for less than they are worth — started ramping…
Sep. 3, 2021
New Investment Committee Forms at Oakmont
While the past year and a half has been challenging in many aspects, it has also opened the door to…
Jul. 7, 2021
What is ESG Investing and Why Should Retirees Care
One of the biggest buzzwords lately in investing isn’t even a word; it’s an acronym: ESG. ESG stands for Environmental, Social, and Governance, and the…
Jun. 11, 2021
Your Portfolio in a Post-COVID-19 World
These days, many of us are celebrating the return to normalcy following the last 12+ months of pandemic life. From…
Apr. 8, 2021
The COVID Economy, a Year Later
This time last year, the World Health Organization recently had declared that the spread of Covid-19 constituted a worldwide pandemic. …
Apr. 2, 2021
How the 4-Box Strategy Can Help Baby Boomers Avoid Market Volatility Fears
Markets have seen increased volatility since the start of the COVID-19 outbreak, and the big up and down swings that have characterized markets since are likely to last for the…
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