by oakcrestuser | Nov 20, 2023 | Investing, Retirement Planning
Most portfolios are constructed based on an individual’s investment objective, risk tolerance, and time horizon. Using these inputs and sophisticated portfolio-optimization calculations, most investors can feel confident that they own a well-diversified...
by oakcrestuser | Aug 29, 2023 | Investing, Personal Finance, Retirement Planning
Did you recently add a second comma to your bank balance? Has a recent financial event raised your net worth to the next level? It’s an exciting time, whether it’s the result of your long-term goals (e.g., from the sale of a business), a windfall transfer...
by oakcrestuser | Aug 22, 2023 | Investing
For the average investor, the financial landscape can sometimes feel like a complex maze with limited access to certain investment opportunities. However, within this realm exists a distinct category known as accredited investors. If you’ve ever wondered what...
by oakcrestuser | Jul 11, 2023 | Investing, Personal Finance
When it comes to retirement, women may face unique obstacles that can make saving for retirement more challenging. Given that women typically live longer than men, retirement money for women may need to stretch even further.1 Despite these challenges, a wise strategy...
by oakcrestuser | Jun 23, 2023 | Investing, Personal Finance
One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to do with their 401(k) account.¹ Individuals have four choices with the 401(k) account they accrued at a previous employer.2 Choice 1:...
by oakcrestuser | May 16, 2023 | Investing, Personal Finance, Retirement Planning, Uncategorized
When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social Security Administration (SSA) estimates that today’s average 65-year-old woman will live to age 86½. Given these projections, it...
