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Brandon Garrett quoted in Investment News: House tax proposal would close door on popular back-door Roth IRA conversions

19 Sep 2021
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Tax reform proposals to finance the massive budget bill being cobbled together in Congress would close the door on an increasingly popular retirement savings strategy among advisers’ wealthy clients. “It really limits what folks can […]
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Asset Management vs. Wealth Management and the Advantages of Holistic Financial Planning
Asset Management vs. Wealth Management and the Advantages of Holistic Financial Planning
23 Aug 2021
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Financial planning is essential for everyone, but it is especially vital to those with a high net worth or complex portfolio of assets. Without a comprehensive financial management strategy, you will find that you have […]
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The Importance of Financial Goals in the Wealth Management Process
The Importance of Financial Goals in the Wealth Management Process
23 Aug 2021
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Whether you have several decades until retirement or are nearing the light at the end of the tunnel, you have probably given some thought to wealth management . No matter where you find yourself on your […]
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BentOak Capital’s Commitment Continues…
BentOak Capital’s Commitment Continues…
22 Jul 2021
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A year ago today we announced our rebrand from Snow Garrett Wealth Management to BentOak Capital. With that rebrand, we made a commitment to you as clients to continually strive for excellence and offer superior […]
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Cybersecurity: 3 Tips To Better Protect Your Data
Cybersecurity: 3 Tips To Better Protect Your Data
19 Oct 2020
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The year 2020 has been an interesting twelve months to say the least with a majority of the workforce having at least some interaction with the virtual world. The COVID-19 pandemic has forced even some […]
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Brandon Garrett quoted in Bankrate.com Article on Buying Land
Brandon Garrett quoted in Bankrate.com Article on Buying Land
28 Sep 2020
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Whether your goal is to build a family home, start a farm or use it for recreation, buying land can be tricky. Here are the essentials you need to know before you take the leap […]
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Brandon Garrett Quoted in ThinkAdvisor: “14 Big Social Security Mistakes..”
Brandon Garrett Quoted in ThinkAdvisor: “14 Big Social Security Mistakes..”
20 Sep 2020
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More than a quarter of Americans have no retirement savings or pensions, according to a 2018 Federal Reserve study. That means they’ll need to rely on Social Security to fund their retirement, which makes those […]
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