Monthly Newsletters

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Monthly Newsletters

March Monthly Newsletter: 2018 Tax Scams and How to Avoid Them

Tax season is officially upon us and with it comes the inevitable new wave of tax season identity fraud. Every year, thousands of people lose millions of dollars and their personal information to tax scams during tax season. As taxpayers become more sophisticated at spotting scams, so do the scammers. They use regular mail, telephone and email to scam taxpayers, tax professionals, and even HR and payroll departments through phishing attacks and malware.

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Monthly Newsletters

June Monthly Newsletter – “Supercharged” Charitable Giving with Retirement Assets

Many people are charitably inclined and take advantage of charitable giving during their life. Most people know that as a general rule you can deduct up to 50% of your Adjusted Gross Income annually for charitable gifts to qualified organizations[1] – quite a significant tax advantage you can use to reduce your annual income for tax planning purposes. Read more

Monthly Newsletters

Spring 2017: Introducing Our New Communications Platform

It’s hard to believe, but it’s been nearly a decade since we first introduced our Quarterly Newsletter to clients and friends of the firm.  Each quarter we have updated people on recent market results, provided educational articles on financial planning, shared news of important developments at Oxford, and offered our perspective on a successful retirement.  Read more

Monthly Newsletters

Winter 2017: What A Difference A Year Makes!

The period around Christmas and New Year’s is a great time for reflection. Gifts are put away, Christmas decorations come down, all the baked goods and sweets are finally gone and things begin to return to normal.  I always look to give thanks for the blessings of the past year, and begin to focus on opportunities in the year ahead. Read more

Monthly Newsletters

Fall 2016: Leadership in America

Over the recent Labor Day weekend my family and I found ourselves with an unusual opportunity…we weren’t scheduled to be anywhere for three whole days!  Once we recognized this happy coincidence, we jumped at the opportunity to scratch some things off our bucket list. Read more

Monthly Newsletters

Summer 2016: Welcome to the New Oxford Financial Partners!

April 26, 2016 marked one of the biggest changes in Oxford’s 25+ year history.  On that date we announced the formation of our own independent investment advisory firm, Siena Capital, LLC doing business as Oxford Financial Partners. Read more

Monthly Newsletters

Spring 2016: Newsflash! Stocks are Volatile!

Readers of this newsletter are familiar with our strong belief in the power of stocks to deliver meaningful growth to investors over the long run. But this long-term growth doesn’t come without some occasional short-term pain. Read more

Monthly Newsletters

Winter 2016: Investment Wisdom from The Force

As I write this letter we are just a few days away from Christmas 2015.  Surely my family is preoccupied with Christmas cards, decorating, shopping, wrapping and all the excitement of the holiday season, right?  Wrong.  We are obsessed with the new Star Wars movie.   Read more

Monthly Newsletters

Fall 2015: Oxford Power of 5 Investing® Book

If you’ve been a client of ours for any time at all, you’ve certainly heard about Power of 5 Investing®. This is the phrase we use to describe our unique system designed to help clients towards achieving retirement success. Our special approach is now described in the book Power of 5 Investing®: 5 Powerful Principles for Retirement Investing. The book is now available for sale on Amazon.com. Read more

Monthly Newsletters

Summer 2015: The Biggest Risk to Retirees (It’s Not What You Think)

I’m often asked what keeps me up at night in regards to our retired clients’ investments. People will suggest that I should be worried about Greece defaulting on its obligations, what the Fed is going to do with interest rates, how much territory Vladimir Putin is grabbing, the rise of high frequency trading in the markets, the spread of Ebola, the growing power of terrorists in the Middle East, etc. The 24 hour news cycle makes sure that troubling news is spread as quickly as possible. Read more