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
Designing an Ideal Retirement: Leisure (Podcast Episode 6) Thumbnail

Designing an Ideal Retirement: Leisure (Podcast Episode 6)

This podcast episode of The Retirement Oasis suggests that planning your ideal retirement includes focusing on one aspect of inner well-being, “Leisure or Play”. While the ideal retirement does not involve all Leisure, it is nevertheless a huge part of one’s retirement. There are tips and tricks to make the most out of your leisure opportunities.

Read More
An Ounce Of Prevention… For Cybercrime Thumbnail

An Ounce Of Prevention… For Cybercrime

Oasis Wealth wants to help you stay safe as you use the Internet. This article is focused on steps you can take to reduce the possibility of becoming the victim of cybercrime. There is a cost to safety. Because bad people want to take advantage of us, we have to take action.

Read More
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.

Read More
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.

Read More
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!

Read More