BentOak Capital’s 2024 Year in Review
BLOGS|2 Jan 2025
As we say goodbye to 2024, we at BentOak Capital reflect on a […]
Strategic Partnerships and Team Expansion
Early last year, we extended our footprint by opening a new location in Houston, bringing Jason McGarraugh and Kim Cushman into the BentOak Capital family. Their expertise and passion for client service have been instrumental in broadening our reach and enhancing the comprehensive wealth management solutions we provide. Recognizing the importance of a strong digital presence, we added remote marketing associate, Elaina McClure, to our team. Since joining, Elaina has spearheaded numerous innovative marketing initiatives, helping us better connect with clients and showcase the unique value BentOak Capital offers. Her contributions have modernized and amplified our message, ensuring clients feel informed, supported, and engaged. In July, we were thrilled to see advisor Keith Trent step into an expanded role focused on mentoring the next generation of advisors. By sharing his wealth of knowledge and experience, Keith is fostering a culture of continuous improvement and ensuring that every client benefits from expert, forward-thinking financial guidance.Thought Leadership and Client Education
The BentOak Capital Blog
Our commitment to providing valuable insights remained steadfast. In 2024, we wrote 64 blog posts, and our readers showed immense interest in a variety of topics, from market trends to retirement strategies. Our three most widely-read posts were: 5 Things to Know About the Texas Stock Exchange (TXSE) Maximizing the Benefits of a Health Savings Account (HSA) Retirement Readiness: Finding Your Identity Beyond the WorkplaceFacebook Reels and YouTube Shorts
Last year, along with our market update videos we issue each month, we embraced short-form video content with our "You Ask, We Answer" series on LinkedIn Videos, Facebook Reels and YouTube Shorts. These videos addressed real financial questions from our clients and followers, delivering clear, concise, and actionable advice in under 60 seconds. From breaking down market trends to answering questions about retirement planning, this series became a dynamic way to engage with our community and demystify complex financial topics. Have a topic you’d like us to cover? Let us know—we’d love to hear from you!Looking Ahead
As we prepare for 2025, our dedication to delivering personalized, professional, and informative wealth management solutions remains our top priority. We are excited about the opportunities the new year holds and look forward to continuing to serve our clients with excellence.Connect with Us
We invite you to reach out to discuss your financial goals and explore how our team can assist you in achieving them. Contact us today to schedule a consultation.Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by BentOak Capital (“BentOak”), or any non-investment related content, made reference to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from BentOak. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. BentOak is neither a law firm, nor a certified public accounting firm, and no portion of the newsletter content should be construed as legal or accounting advice. A copy of BentOak’s current written disclosure Brochure discussing our advisory services and fees is available upon request. Please Note: If you are a BentOak client, please remember to contact BentOak, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. BentOak shall continue to rely on the accuracy of information that you have provided or at www.bentoakcapital.com. Please Note: IF you are a BentOak client, Please advise us if you have not been receiving account statements (at least quarterly) from the account custodian.
Please remember to contact BentOak Capital (“BentOak”), in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you want to impose, add, to modify any reasonable restrictions to our investment advisory services, or if you wish to direct that BentOak to effect any specific transactions for your account. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.bentoakcapital.com. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Securities offered through LPL Financial, Member: FINRA/SIPC. Investment advice offered through BentOak Capital, a registered investment advisor and separate entity from LPL Financial.