New Year Predictions
Every year about this time, the popular press comes out with predictions for the new year. We all know that no one has a crystal ball but we read them anyway. Happily, Google never forgets. Here are some of the predictions made for 2016. Trump falls out of the race for the Republican presidential nomination […]
Navigating Retirement Plan Choices for Small Businesses: A Comprehensive Guide
Planning for retirement is crucial, especially for small business owners who often have to manage both their business and personal finances. Fortunately, there are various retirement plan options tailored to meet the needs of small businesses. In this article, we explore four popular choices: the SIMPLE IRA, the SEP IRA, 401(k) plans with after-tax contributions […]
Naming A Trust As An IRA Beneficiary
Sometimes there are good reasons to name a trust rather than an individual as a beneficiary of your IRA. Maybe you have a child who you fear will spend the money they inherit wastefully, or maybe you have a special needs heir and a direct inheritance would affect their qualifications for aid, maybe there is […]
More for Your Money
To wrap up our Grammy week tribute to money and music here is one of my personal favorites. Keb’ Mo’ presents a playful and sarcastic tune to get us to think about the things we give up for Mo Money. Well I needed a part for my washing machine They picked up the call in […]
Money
No chance of leaving Pink Floyd out of the music and money conversation. Released in March of 1973 on the “Dark Side of the Moon” album, Money is a bit of a criticism of conspicuous consumption. Money, get away Get a good job with more pay and you’re O.K. Money, it’s a gas Grab that […]
Minimizing Loss
With the recent turmoil in the stock, bond, and real estate markets it is a good time to review one of the most important tenets of successful investing; minimizing your losses. The math of losses works in a funny way. If you lose 10% on your investment, a 10% gain does not make you even. […]
Mid Year Resolutions
Being that it’s June, it’s time to check up on your financial New Year’s resolutions. Have you stuck to your financial plan? Have you achieved more saving or paid down debt? Have you given up completely on your personal goals only to fall back into old habits? Did you even remember that you set any […]
Market Review – What’s on the Radar for the Second Half of 2019 and Slight Changes in Stock Portoflios
It’s been a stellar start to the year. The S&P 500 has risen nearly 20%–crossing the 3,000 mark for the first time on June 12th, 2019. Stock market valuations are getting a bit high and investor confidence remains unchecked. While corporate earnings growth is slowing. And as a contrarian indicator, investors remain very upbeat about the […]
March Madness Bracket Challenge
Join Oak Street Advisor’s Bracket Challenge! Who will enjoy the bragging rights this year? It’s that time of year again, March Madness is right around the corner! Join our free Bracket Challenge to see who will be crowned the Bracket Champion for 2016. Simply click the link below and enter our phone number 843-946-9868 (numbers […]
Madness
March Madness is upon us and we have already seen many underdogs coming out of nowhere to upset the perennial powerhouse college basketball programs. If you filled out a bracket, like many of our clients in our annual Oak Street Advisor’s Bracket Challenge, then I’m sure you’ve been somewhat frustrated with this year’s tournament, as it […]
