The name of our financial planning firm is based on what we strive to provide our clients – peace in an otherwise chaotic world. Learn more about the meaning of our financial planning firm name and logo.

Private banks offer an array of financial services for high net worth families. When deciding whether to use a private bank, consider the pros and cons of such services and whether a boutique fee-only financial planning firm is a better match for your needs.

Trying to find fee-only financial advisors that act on a fiduciary basis can be difficult as their ranks are few. However, websites of alliance firms are a good source of advisors that may serve your financial planning needs.

In this installment in our series on Evidence-Based Investing Insights, we talk about using financial gurus to help you invest successfully. You will see how the wisdom of the market exceeds that of financial gurus and personalities, whether they manage mutual funds or hedge funds.

In this installment in our series on Evidence-Based Investing Insights, we talk about Ignoring the Siren Song of Daily Market Pricing. You will understand how news and our expectations affect the prices of securities, and you’ll learn how to let the wisdom of the market work for you rather than against you.

This edition of Oasis Wealth Planning’s newsletter provides insight on making decisions for the future as well as after you are gone and explains why we embrace market pricing as part of our investment management philosophy.

Determining the right asset allocation for widows should not be a cookie-cutter exercise. The proper asset allocation is dependent on the widow’s unique financial situation and overall goals. Rather than being sold annuities to provide “safe income”, widows should consider adhering to the asset dedicated approach for the right combination of safety and growth.

Consider helping your recent graduate with the gift of a Roth IRA. The power of compounding in a tax-free environment makes the Roth IRA an incredible opportunity for your recently-graduated child. With proper planning, your child can ace retirement.