Menu

Blog

5 Things to Consider When Reviewing Your Beneficiary Designations
5 Things to Consider When Reviewing Your Beneficiary Designations
As life changes your goals may change. Beneficiary designations are powerful and should reflect your values. It is best to review these annually with your financial planner to ensure your assets are distributed as you […]
Read More
What Fed Rate Cuts Mean for Investors
What Fed Rate Cuts Mean for Investors
20 Sep 2024
·
The Federal Reserve’s interest rate decisions remain a focal point for markets. While the timing and size of rate cuts are the subject of debate, why the central bank is cutting rates and how the […]
Read More
A Medicare Guide (Part 2)
A Medicare Guide (Part 2)
In part 1 of BentOak Capital’s Medicare primer, we discussed the basics of this massive government health program. In part 2, we will look at some of the other questions we regularly get about Medicare. […]
Read More
Election Perspective
Election Perspective
With less than two months until the presidential election, the policy platforms of President Donald Trump and Vice President Kamala Harris are gradually coming into focus. Through speeches and debates, each candidate is outlining their […]
Read More
A Medicare Guide (Part 1)
A Medicare Guide (Part 1)
The annual Medicare enrollment period runs from October to December, and we thought it would be good to create a Medicare guide to review both the basics as well as a few lesser-known rules surrounding […]
Read More
Tax Policy, the Stock Market, and Tax Planning
Tax Policy, the Stock Market, and Tax Planning
As Benjamin Franklin famously said, “in this world, nothing is certain except death and taxes.” Taxes are no one’s favorite topic but their importance cannot be overstated. Tax policy affects every aspect of our financial […]
Read More
Investing FOMO: Why Chasing Investment Trends Can Be Detrimental to Your Portfolio
Investing FOMO: Why Chasing Investment Trends Can Be Detrimental to Your Portfolio
In recent months, the buzz surrounding NVIDIA has been palpable. The company’s remarkable growth and its pivotal role in the tech industry have captured the attention of many investors. This scenario isn’t new; we’ve seen […]
Read More
Understanding the Step-Up in Tax Basis
Understanding the Step-Up in Tax Basis
15 Aug 2024
·
When it comes to estate planning and inheritance, one term you might have heard is the “step-up in tax basis.” While it may sound like financial jargon, understanding this concept can have significant benefits for […]
Read More
Changes Coming to Your Online Social Security Account: What You Need to Know
Changes Coming to Your Online Social Security Account: What You Need to Know
12 Aug 2024
·
Retirement planning involves considering multiple sources of income, and for many individuals, Social Security is a significant piece of the puzzle. Your free online Social Security account is a great resource not only to review […]
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.