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Summer 2013: Mid-Year Update

Monthly Newsletters

Summer 2013: Mid-Year Update

Hope you all had a happy and safe 4th of July. As the year is half over, I thought this would be a good time to update you on what’s been going on here at Oxford. It has been a busy year, and the team at Oxford has accomplished quite a lot.

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Spring 2013: Oxford Launches Our Personal Financial Portal

Monthly Newsletters

Spring 2013: Oxford Launches Our Personal Financial Portal

Wouldn’t it be great to be able to see your financial life all in one place? A single resource where you could watch your investments, track your spending, create budgets, set goals and monitor your progress toward achieving financial independence? And wouldn’t it be great to have this information automatically updated each day, with secure access via the internet or your mobile device?

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Fall 2012: The Power of Our Vote

Monthly Newsletters

Fall 2012: The Power of Our Vote

By the time you read this, the 2012 elections will be just weeks away. And we’ll probably all be exhausted by the endless speeches, promises, falsehoods, mudslinging, surveys and phone calls that characterize the election process in today’s America. To quote Winston Churchill: “It has been said that democracy is the worst form of government except all those other forms that have been tried from time to time.” It ain’t pretty, but I wouldn’t trade it for anything in the world.

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Summer 2012: The Importance of Stability

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.

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Spring 2012: I Like the Federal Government

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.

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Winter 2012: How to Write a Bestseller

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.

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

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.

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A Busy 2016 – And More to Come

Blog

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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