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It’s a Plan

Published By: Erik Christman, CFP®, CPA 

A few years ago, I met with a divorced mother of two teenage daughters whom she was looking forward to sending to top universities – but the cost of college was very worrisome to her. Concerned about where she would get the money for tuition, she had been sacrificing her contributions to her retirement savings, instead funneling the money into college savings. Read more

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An Optimist at Heart

Published By: Erik Christman, CFP®, CPA 

The simple pleasures in life, like quietly reading a book, often bring the most joy. I enjoy reading about history and the economy, so I recently searched online for some of the most popular titles on investment advice. Read more

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Telling the Truth

Published By: Erik Christman, CFP®, CPA 

A friend of mine once said, “We spend an inordinate amount of time wondering what people who we don’t even like think about us.”  Read more

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What is the Difference Between a Will & Trust?

Published by Beth Schanou, Director of Wealth & Estate Planning

Estate plans can be structured differently depending on a person’s situation and intentions.  What is the difference between a will and a trust? A will and a trust are separate documents to pass assets to heirs after death, but they are administered differently and have varying advantages. Read more

High-Frequency-Trades

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We’re Buying Pieces of Companies

“I think you have to learn that there’s a company behind every stock, and that there’s only one real reason why stocks go up. Companies going from doing poorly to doing well or small companies grow to large companies.” – Peter Lynch Read more

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A Busy 2016 – And More to Come

Published By: Erik Christman, CFP®, CPA 

2016 was a time of tremendous change at Oxford, and we’re grateful to our clients for their support and encouragement. Notable achievements included:

  • Launched our own independent investment advisory firm
  • Obtained significant cost savings on mutual funds and passed those savings along to clients, thereby LOWERING costs in an age where things only seem to get more expensive each year
  • Introduced new performance reporting tools and online account access for clients
  • Retained third party expertise in compliance and information security to safeguard our clients
  • Established a business presence in Denver
  • Received favorable media coverage in nationally recognized outlets

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