Menu
BentOak Capital Team
Top Investment Tips for Profitable Wealth Management
Top Investment Tips for Profitable Wealth Management
27 Sep 2021
·
Whether you happen to be saving for retirement or a rainy day, you want to ensure that your money is working hard for you. Choosing the right investment products can feel overwhelming and intimidating, but […]
Read More
Private Wealth Management or Financial Planning: Which Is Right for You?
Private Wealth Management or Financial Planning: Which Is Right for You?
27 Sep 2021
·
Nowadays, you see more people becoming aware of financial wellness and the importance of having a plan in mind. However, the eagerness to get our finances together often raises new concerns. For example, many feel […]
Read More
How to Choose a Wealth Management Advisor
How to Choose a Wealth Management Advisor
27 Sep 2021
·
Tackling financial planning on your own can be tricky . There are so many aspects that you need to consider in order to make the wisest investments that will yield high returns for your future. Many […]
Read More
9 Ways Towards Preserving and Growing Wealth
9 Ways Towards Preserving and Growing Wealth
27 Sep 2021
·
After over a year of the Covid-19 pandemic, many have seen an increasing gap in wealth distribution in America. Eleven weeks into the pandemic, the world already saw a 42.6 million unemployed population versus a […]
Read More
Asset Management vs. Wealth Management and the Advantages of Holistic Financial Planning
Asset Management vs. Wealth Management and the Advantages of Holistic Financial Planning
23 Aug 2021
·
Financial planning is essential for everyone, but it is especially vital to those with a high net worth or complex portfolio of assets. Without a comprehensive financial management strategy, you will find that you have […]
Read More
The Importance of Financial Goals in the Wealth Management Process
The Importance of Financial Goals in the Wealth Management Process
23 Aug 2021
·
Whether you have several decades until retirement or are nearing the light at the end of the tunnel, you have probably given some thought to wealth management . No matter where you find yourself on your […]
Read More
BentOak Capital’s Commitment Continues…
BentOak Capital’s Commitment Continues…
22 Jul 2021
·
A year ago today we announced our rebrand from Snow Garrett Wealth Management to BentOak Capital. With that rebrand, we made a commitment to you as clients to continually strive for excellence and offer superior […]
Read More
Cybersecurity: 3 Tips To Better Protect Your Data
Cybersecurity: 3 Tips To Better Protect Your Data
19 Oct 2020
·
The year 2020 has been an interesting twelve months to say the least with a majority of the workforce having at least some interaction with the virtual world. The COVID-19 pandemic has forced even some […]
Read More
Election Preview Part 2: A Potential Trump Re-election
Election Preview Part 2: A Potential Trump Re-election
1 Sep 2020
·
Introduction A second term for President Donald Trump would likely feature a continuation of the pro-growth policies from the first term of his administration, and importantly for financial markets, a continuation of the status quo. […]
Read More
Election Preview Part 1: A Potential Biden Presidency
Election Preview Part 1: A Potential Biden Presidency
24 Aug 2020
·
Introduction While a potential Biden presidency may mean a shift from some pro-growth policies of the Trump administration, it’s possible any negative market impact may be muted. Economic forces tend to dominate policy.  While policy […]
Read More