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Understanding FDIC Coverage: Protect Your Funds with Confidence
Understanding FDIC Coverage: Protect Your Funds with Confidence
26 May 2023
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Understanding the ins and outs of FDIC coverage is crucial for safeguarding your hard-earned money. This post will walk you through the basic FDIC rules, how to expand coverage by aptly titling accounts, and checking […]
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When Should I Hire a Financial Advisor?
When Should I Hire a Financial Advisor?
22 May 2023
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3 Major Life Events That Can Benefit from Financial Advice Managing your personal finances can be a complex and challenging task. From budgeting and investing to retirement planning and tax management, there are numerous aspects […]
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On the Other Side of Fear
On the Other Side of Fear
22 May 2023
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“Everything you want is on the other side of fear” – Jack Canfield When it comes to financial markets, there’s no shortage of things to be afraid of – geopolitical tensions, economic health, world events, […]
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Financial Habits For Every Stage of Life
Financial Habits For Every Stage of Life
11 May 2023
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Building A Foundation in Your 30’s   Creating and sticking to a budget is a foundational practice when it comes to managing your finances. Budgeting helps you keep track of your income and expenses so that […]
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Financial Planning in Practice at BentOak Capital
Financial Planning in Practice at BentOak Capital
9 May 2023
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Fiduciary matters  A fiduciary relationship encompasses the idea of faith and confidence in someone else.  Such a relationship can only happen when a person or family actively gives their utmost trust (faith, confidence) to another […]
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Strategies to Save For Future Education Costs
Strategies to Save For Future Education Costs
3 May 2023
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If you are a first-time parent or have children that are still young, one thing you may want to consider early on is whether paying for their college education is something you want to do […]
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Investing Cash: Dollar Cost Averaging vs. Lump Sum
Investing Cash: Dollar Cost Averaging vs. Lump Sum
24 Apr 2023
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There are many opinions available as to what individuals should do if they want to invest cash they have on hand into the market. This could be from a liquidity event (sale of business, distribution […]
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Invest my money or add to savings?
Invest my money or add to savings?
20 Apr 2023
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Great question! It depends – it’s hard having to use those words, “it depends,” but it really does. It depends on your financial goals, risk tolerance, and time horizon.   Emergency Fund  Typically, it is always […]
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Short-Term Saving Options for High Cash
Short-Term Saving Options for High Cash
4 Apr 2023
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Having extra cash available can be a great opportunity to invest in yourself and your future. However, having too much cash on hand, especially in high inflationary times, can negatively impact your purchasing power in […]
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