As the S&P 500 kisses bear market territory (down 20%), you can expect no shortage of bold predictions, “told ya so” declarations and doomsday outlooks. The secret to managing through a bear market is to […]
So far this year, our 2022 theme of Planning with Purpose, has covered topics like how to get your financial life organized and why it’s important that you think about the impact of taxes year […]
The first quarter of the year presented a bumpy start to 2022. We are in a time where multiple events seem to be occurring all at once. This includes inflationary concerns, Russia’s recent aggressive actions, […]
If you have met with one of our advisors, we have probably asked you to share your most recent tax return with us. While we are not tax advisors or tax preparers, we do have […]
We have previously covered investing in a 401k plan from the employee’s perspective. Today we’ll turn that around and focus on 401(k) plans from the business owner’s standpoint.
Introduction Tax season is in full swing. As we write this blog, we are about a month away from the annual April 15 Tax Day deadline. Most people think about taxes once or maybe twice […]
Stocks have gotten off to a very rocky start in 2022, with the potential for Federal Reserve rate hikes coming and the geopolitical worries over Russia and Ukraine only adding to the uncertainty. We don’t […]
As financial planning professionals, our primary role at BentOak Capital is to help our clients create and track progress towards their personal and family goals. As a business, we internally create and track progress towards […]