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.
Do you want to kick Uncle Sam in the groin? A Health Savings Account may indeed offer you that opportunity. Learn the pros and cons of a Health Savings Account and the nuances of implementing this strategy.
Many investors are concerned with the effect of election results. Do past results suggest a useful strategy to deal with election-year uncertainty? The answer is yes, but not as you would imagine. Vote with your ballot, not with your life savings.
Like learning curling, deciding the optimal claiming age for Social Security may seem easy from afar. Once you get into the details, it can indeed be more complicated – and consequential.
In a bear market, our first reaction might be to make a change in our financial portfolio. However, if your assets are invested properly, you should be able to survive the down turn without much overall loss.
Deciding whether to hire a professional financial advisor requires performing a cost-benefit analysis. Just as you can do your own plumbing without hiring a professional plumber, you can go the DIY route on your finances. But, will things get messy? Some may have a strong financial background with ample time to do it themselves, but others may benefit from hiring a financial advisor that is holistic, tax-focused, and life-focused.
To avoid burnout at work or bad morale among employees in light of the post-COVID era, consider making changes: a four-day workweek, a hybrid work model, or taking a sabbatical. Of course, don’t forget some basic changes you can make at home as well.
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.
