facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Featured Post

Loading Posts...

In The News

Take the Checkup Quiz Today!

Today's Quiz
Bucket Portfolios – They Just Feel Right Thumbnail

Bucket Portfolios – They Just Feel Right

Bucket portfolios are designed to provide spending resources during investors’ decumulation periods, usually in retirement. They are made of three buckets, arranged by time horizon – now, soon, and later – and the investment type used in each bucket – cash, bonds, and stocks. Learn more about bucket portfolios by contacting Oasis Wealth Planning Advisors.

Read More