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Navigating Geopolitical Events Thumbnail

Navigating Geopolitical Events

Russia’s invasion of Ukraine is an important reminder that geopolitical risk is a part of investing in global markets. The globally diversified, factor-based approach employed by Oasis Wealth is designed to adjust to new information in real time, including information about geopolitical events and their potential repercussions for markets.

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How Is March Madness Like Retirement Planning? Thumbnail

How Is March Madness Like Retirement Planning?

There are many similarities in March Madness and preparing for retirement. Not only do we have the opportunity to create our “One Shining Moment” in our journey, but we have to realize that there is indeed a finite period of time. We have to adjust to outside obstacles (bad refs), must have the will to prepare to win, and need to implement the fundamentals (pass it how many times?) to experience success.

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Scott Winkler Joins Oasis Wealth! Thumbnail

Scott Winkler Joins Oasis Wealth!

Oasis is growing! Scott Winkler, CFP®, CPA/PFS, joins Oasis Wealth Planning Advisors. We are thrilled to have him and his expertise as part of the team. We not only gain Scott’s wisdom, but we continue to grow our ability to serve the Atlanta area while still serving our main hub in Nashville!

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