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What is a Fiduciary?

13 Mar 2024
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In the labyrinthine world of finance, one term that often comes up is “fiduciary.” But what does it really mean, and why should it matter to you? This is something that many investors overlook when […]
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Essential Legal Documents Your Adult Child Needs for Protection
Essential Legal Documents Your Adult Child Needs for Protection
15 Jul 2024
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Just because you are paying the bills doesn’t mean medical professionals or university staff will discuss personal information about your adult child with you. In the eyes of the law, your child is now an […]
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4 Ways Entrepreneurs Can Excel by Engaging a Mentor
4 Ways Entrepreneurs Can Excel by Engaging a Mentor
9 Jul 2024
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If you were to survey the public on the greatest investor of all time, it’s safe to assume Warren Buffett would be a nearly unanimous choice. The prolific investor is a household name and seems […]
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Keith Trent Takes on Expanded Role at BentOak Capital to Guide Next Generation Advisors
Keith Trent Takes on Expanded Role at BentOak Capital to Guide Next Generation Advisors
2 Jul 2024
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Lubbock, TX – BentOak Capital is excited to announce a significant evolution in the role of esteemed advisor Keith Trent. Going forward, Keith will be focusing on team mentorship as a pivotal role at BentOak […]
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Understanding the Rise in Retirement Savings: Insights from the Vanguard Study
Understanding the Rise in Retirement Savings: Insights from the Vanguard Study
In a recent study, Vanguard revealed that American retirement savings have reached record heights, with the average 401(k) savings rate hitting an all-time high of 11.7% in 2023. This is a significant milestone, indicating a […]
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Looking Ahead at the Tax Cuts and Jobs Act Sunset
Looking Ahead at the Tax Cuts and Jobs Act Sunset
26 Jun 2024
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“If you fail to plan, you are planning to fail” – Benjamin Franklin  The Tax Cuts and Jobs Act of 2017 (TCJA) will expire on December 31, 2025, unless Congress intervenes. Now, there’s a reason […]
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5 Things You Should Know About the Texas Stock Exchange (TXSE)
5 Things You Should Know About the Texas Stock Exchange (TXSE)
10 Jun 2024
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The financial world is buzzing with the news of the upcoming Texas Stock Exchange (TXSE). This new player in the market, backed by industry heavyweights, promises to bring a fresh perspective to the trading landscape. […]
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529 to Roth IRA Rollovers: What to Know
529 to Roth IRA Rollovers: What to Know
Beginning in 2024, 529 plan holders can roll their accounts into Roth IRAs without paying taxes or penalties. Having unused or leftover funds in a 529 plan account has been welcome news for many families. […]
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Diminished Capacity: Protect Your Loved Ones from Financial Fraud
Diminished Capacity: Protect Your Loved Ones from Financial Fraud
As trusted professionals, we are privy to more than just financial information with clients. At the heart of our approach is a commitment to caring for our clients, ensuring their well-being and satisfaction in every […]
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Debt Snowball vs Debt Avalanche: Which Method is Best
Debt Snowball vs Debt Avalanche: Which Method is Best
10 May 2024
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If you have tried searching for debt repayment plans or methods, you have more than likely come across the terms “Debt Snowball” and “Debt Avalanche.” What do these terms mean? How are they different? Which […]
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