Ready to find some answers to your retirement planning questions? Tap into the power of the markets to take your retirement portfolio to the next level. Power of 5 Investing®: 5 Powerful Principles for Retirement Investing by Managing Partner Erik J. Christman, CFP®, CPA*, is now available.
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Oxford Financial Partners’ investment management services are driven by some fundamental beliefs that are borne of leading-edge research and a quarter century of experience. Our entire investment philosophy has been distilled into a proprietary investing system called Power of 5 Investing®. Learn more
Choices made at and during retirement about how to withdraw from your accounts can make a tremendous difference to the quality of your retirement. Our cash flow management services include a full education on the options available to you, tax reduction strategies, withdrawal rate monitoring, required minimum distributions and convenient deposits. Learn more
Estate taxes can significantly impact the wealth you have accumulated unless you employ proper planning. The goals of estate planning are to provide for you financially while you’re alive and to maximize your estate to benefit your family and charities following your death.
A well-designed estate plan can help create and conserve assets during your life. In addition, effective estate planning can minimize estate taxes and estate settlement costs and deliver an orderly distribution of assets at your death. We can help you with strategies for wills, trusts and beneficiary designations, estate tax reduction techniques, life insurance analysis, family gifting and charitable planning. Learn more
In today’s economic environment, the only constant is change. You can help improve your chances for a successful retirement through ongoing coordination and planning. Our planning services include needs assessment for short and long-term goals, sophisticated retirement income modeling and benefits analysis.
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Throughout our lives we face a number of events that could jeopardize even the best laid plans. We work to identify these risks for you, quantify the potential loss exposure, educate you on tools and techniques for hedging these risks and implement solutions. Our personal risk management service areas include life insurance, disability income, annuities and long-term care. We maintain relationships with a broad spectrum of providers in each of these areas and can help you find the appropriate solution for your needs.
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At Oxford Financial Partners, we strive every day to earn your trust, confidence and respect. With offices in Cincinnati and Denver, we serve clients across more than 20 states. Our clients range from those who are just starting to think about and plan for retirement to those who are in retirement and want to ensure their funds are sufficient and their long-term wishes intact. No matter where you are in your retirement journey, we can partner with you to help towards making your goals a reality.
Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.
Carson Group Partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.
Oxford Financial Partners has office locations in Cincinnati and Denver. Contact us today to speak with a financial advisor or financial professional nearest you.
Oxford Financial Partners’ team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more
The market is starting to grate on some investors. The S&P 500 dropped 4.6% last week on concerns the reported trade truce wasn’t as substantial as hoped and that global economic growth continued to slow. Global stocks participated in the decline as the MSCI ACWI lost 3.5% last week. Read more
Pop quiz: Can you name more than three gifts you got for the holidays last year? A sweater, an Apple watch, a popcorn tin … and, ummmm? Most of us would be hard-pressed to answer this question, even by late January.
What we remember, of course, are the moments with family and friends – the relationships that are renewed in the holiday time of slowing down. Material gifts are fine for the moment, but they are usually forgotten even before they have the chance to break and wear out. Read more
There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability…While these major events can impact your life, having an effective game plan can help ensure that it doesn’t ruin your financial well-being. Read more
Carson Group Partners’ Scott Kubie discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Financial Advisor.
Over the last decade, fund managers who oversee the pensions of the nation’s teachers, firefighters, police and other government workers have doubled down on an investment strategy that has cost U.S. taxpayers at least $600 billion, possibly more than $1 trillion, investment data and calculations by Yahoo Finance found. Read more
Divorce can be emotionally and financially stressful but with the proper planning, you can get through it with your finances and future intact. Here are some stats to consider when it comes to the financial impact of divorce. Read more
Published by Tyler Schlumpf
We’re going to introduce a few mathematical concepts in this article that are crucial to building a portfolio. For those that are already moving their cursor up to the X in the right hand corner, just stick with it! These concepts, whether we choose to learn them or not, have a significant impact on the way we combine investments and are important to understand as we discuss portfolio construction. Read more
Last week provided investors clarity on their two biggest concerns: interest rates and trade. Federal Reserve communication indicated rate increases will likely slow in 2019, and over the weekend, the U.S. and China announced an agreement to delay an increase in tariffs from 10% to 25% on a wide range of U.S. goods. In exchange, the Chinese will buy more U.S. goods, and both sides will seek an agreement in the next quarter. Read more
