Menu

Blog

Featured Post

The Roth Conversion Window

6 Nov 2023
·
Retirement planning can be a complex and often daunting task, with numerous strategies and options to consider. One powerful tool that often goes underutilized is the Roth conversion. This financial maneuver allows you to optimize […]
Read More
Navigating Mutual Fund Capital Gains Distributions: Unraveling the Phantom Income Tax
Navigating Mutual Fund Capital Gains Distributions: Unraveling the Phantom Income Tax
30 Nov 2023
·
As an investor, you most likely have a clear goal in mind: to grow your wealth over time while minimizing risk. Mutual funds have long been a popular choice for investors in pursuit of this […]
Read More
Making the Most of Retirement: Newfound Freedom
Making the Most of Retirement: Newfound Freedom
28 Nov 2023
·
Congratulations on reaching the pivotal milestone of retirement! After dedicating so much of your time to your career, this accomplishment reflects your investment in time, education, and sheer determination. As you transition into this new […]
Read More
How RMDs Work
How RMDs Work
22 Nov 2023
·
A Required Minimum Distribution (RMD) from a retirement account is exactly what it says – required, mandated, a “must-do”.  It’s a specific, calculated amount that must be distributed from the account each year you live […]
Read More
Texas Landowner Liability Acts: Protection For Your Operation, Land, and Heritage
Texas Landowner Liability Acts: Protection For Your Operation, Land, and Heritage
22 Nov 2023
·
As a farmer, rancher, or landowner, you understand the importance of protecting your property. You spend countless hours tending to your land, livestock, and infrastructure, and you want to ensure that both your investment and […]
Read More
LEADERSHIP TRANSITION PAVES WAY FOR NEW ERA AT BENTOAK CAPITAL®
LEADERSHIP TRANSITION PAVES WAY FOR NEW ERA AT BENTOAK CAPITAL®
15 Nov 2023
·
FOR IMMEDIATE RELEASE Weatherford, TX, Nov. 15th, 2023 – BentOak Capital®, a leader in the private wealth management space, today announced key shifts in its executive leadership lineup. These changes not only signify the company’s […]
Read More
Budget Is Not A Bad Word
Budget Is Not A Bad Word
15 Nov 2023
·
Budgeting as a financial planning concept generally gets a bad rap. For many people, it conjures a scarcity mindset (“I can’t ever buy a latte at Starbucks”). For others, it’s simply boring: the idea of […]
Read More
Do I Need a Trust?
Do I Need a Trust?
6 Nov 2023
·
Many high net worth individuals will come to the point where they ask themselves the question, “Do I need a trust?” Estate laws can be confusing, and getting advice from an unqualified source can make […]
Read More
What Higher Oil Prices Mean for Consumers and Markets
What Higher Oil Prices Mean for Consumers and Markets
21 Sep 2023
·
In our recent mid-year outlook, we discussed a key driver of global markets and inflation over the past two years has been the price of oil. As an important commodity that fuels the economy, investors […]
Read More
Bridging the Wealth Gap: How to Prepare Your Heirs for Multigenerational Wealth
Bridging the Wealth Gap: How to Prepare Your Heirs for Multigenerational Wealth
24 Aug 2023
·
Introduction If you are struggling with the idea of your heirs being financially savvy enough to step into your shoes one day, this blog post is for you.  As the family patriarch or matriarch, it […]
Read More

Get the latest posts from BentOak Capital

Keep updated on how the latest financial trends impact you!

"*" indicates required fields

This field is for validation purposes and should be left unchanged.