401(k) Plans for Medical Companies and Physicians
Learn more about avoiding possible penalties with 3(16) services.
Investing Through Tough Times
Learn why sticking with stocks through tough times is likely the better path for investors.
Public Service Loan Forgiveness (PSLF) For Physicians
Learn more about the PSLF program, which offers loan forgiveness for qualifying applicants within the medical field.
Why You Should Consider Wealth Management Services
Wealth management covers every aspect of your finances. Whether you are starting out, earning, or retiring, wealth management services can help meet different needs.
The Wrong Way to Reduce Your Risk in Today’s Stock Market
Your Guide to Social Security Retirement Benefits
3 Tax Savings Strategies to Start Using This Year
This guide by your Oakwell Private Wealth Management team provides a brief overview of three tax savings strategies you can start using for this year and beyond.
How SEP IRA Contributions Can Provide Tax Relief
Learn more about SEP IRAs and let your Oakwell team help you determine if this is the right retirement vehicle for you.
Your Guide to Tax Deadlines and Filing Extensions
Why Include International Markets in Your Investment Plan?
Better understand why including international markets in your investment plan is beneficial.
Your Four-Part Guide to Buying Cars
The information you need for the car buying process to get the best deal possible.
Why an investor should have global exposure
Global exposure provides excellent investment diversification and is a vital component of your investment strategy.
Time Horizon and Your Investments: 3 Things to Consider
Give yourself a competitive edge in the markets with help from our experts.
Inflation and your financial health: what you should know
Did you know the annualized inflation rate in the United States is currently at 6.2%, the highest it has been since November 1990? In the meantime, a recent Bankrate survey put the national average interest rate for savings accounts at just 0.06%.
I Bonds
One of the ripple effects of the pandemic is that interest rates are currently lower than inflation, meaning traditional savings accounts won’t help you protect and grow your hard-earned money. Instead, the purchasing power of your savings actually goes down over time. With interest rates so low, savings products such as nominal Treasuries, certificates of deposit, and money market accounts effectively earn negative interest over time.
