Monthly Newsletters

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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. 

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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.

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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.

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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.

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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.

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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.  

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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.

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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.

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Monthly Newsletters

Spring 2015: It’s the End of the World As We Know it . . . and I feel Fine

That was the title of a very catchy and popular song in 1987 from the band R.E.M. and it fairly well sums up the past six years of investment history. As you read this, we will have just surpassed the sixth anniversary of the bottom of one of the worst bear markets in history, which officially ended on March 9th 2009. The S&P 500 closed that day at 676, a decline of nearly 57% from its all-time high of 1,565 in October of 2007. As I write this on March 5, 2015, the S&P is trading at 2,100. That’s an...read the full article

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Monthly Newsletters

Winter 2015: Let’s All Be Equal

It has become very popular of late to rail against “income inequality” in this country. French economist and professor Thomas Piketty in his book Capital in the Twenty-First Century warns us that wealth and income inequality is growing and must be corrected by a global progressive tax on wealth. Senator Elizabeth Warren frequently tells us “the game is rigged” against the little guy and that government needs to step in to address the “distribution of wealth.”

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