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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.” 

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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.

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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

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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...read the full article

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