Monthly Newsletters

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Monthly Newsletters

Summer 2012: The Importance of Stability

Longtime clients of Oxford Financial Partners are familiar with our approach to building retirement portfolios—set aside five years’ worth of your upcoming withdrawal needs into a Stability Bucket, then invest the remainder in a diversified Growth Bucket. As gains occur in the Growth Bucket, harvest those gains and use the resulting cash to refill the Stability Bucket. We are now in our third decade of guiding clients by this philosophy, and it continues to work no matter what the crisis of the day is. Read more

Monthly Newsletters

Spring 2012: I Like the Federal Government

I like our current Federal Government. Really, I do. How often do you hear that one? By Federal Government I am referring to the combination of the President (Executive branch) and the Congress (Legislative branch, comprised of the Senate and the House of Representatives). Currently, the office of the President, along with a slight majority of the Senate, rest with the Democrats. The House is solidly Republican after a major shakeup in the midterm elections of 2010. Read more

Monthly Newsletters

Winter 2012: How to Write a Bestseller

The older I get the more I realize that it’s the simple pleasures in life, like quietly reading a book, that often bring the most joy. So, I challenged myself this past year to find more time for reading. This has resulted in a very large pile of mostly unread books, but I have big plans for them in 2012. Read more

Monthly Newsletters

Winter 2013: 2012: The Year Pessimism Got Skunked…Again

For a number of years now I have followed the writing of Nick Murray. Nick is a 40+ year veteran of the financial services profession, and I always find his long-term perspective enlightening. Nick recently wrote the following article and was gracious enough to allow me to share it with you. I couldn’t have said it better myself. Read more