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September 2020. Oxford Retirement Advisors Market Update – November Election Impact Upon the Financial Markets As a financial advisor for over 30 years now, I am always on the lookout for half-truths that may hurt investors. With the 2020 US general election fast approaching, we’re seeing the same old half-truth resurfacing that says investors are…

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It might surprise you that there are times when a business owner may tap into their personal funds.  If they were certain the business is sustainable after the pandemic and forthcoming economic shifts. If borrowing cash won’t put their personal household in debt. If your small business needs short-term financing but can’t find it affordably…

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Market Update – Now What?  March 23, 2020 There has been tragic loss of lives from Covid-19 and likely will be more before it’s over.  I hope everyone takes seriously the social responsibility of following CDC guidelines to help limit the spread of the virus.  Just as we take precautions to guard against the virus…

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S&P 500 Key Levels

I can quote all sorts of numbers but this Fear vs Greed Index chart from March 9, 2020 says it all for what happened in the markets this past Monday…sheer panic. The chart is updated daily at https://money.cnn.com/data/fear-and-greed/. If you were/are fearful in the markets, you are not alone.   Once again it is a FEAR…

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Monday’s (August 5th) sell off had many iterating the legendary coach, Vince Lombardi’s words: “What the hell is going on out here?”. Traders worry spiked to fear that the situation with China could turn from a currency/trade war into a currency crisis (meaning Chinese panic pulling their money out of China) which would cause a…

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Summer Strategies To Get You Financially Fit by Clint Gharib, Wealth Manager & Accredited Investment Fiduciary – AIF® of Oxford Retirement Advisors Integrous Investing. Summer is when our thoughts turn to vacations, toes in the sand, watermelon and backyard barbecues. It’s also a time to take a few important steps that can pay big dividends…

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Clients of Oxford Retirement Advisors Integrous Investing have asked for helpful tips they can share with their adult children on managing finances, estate planning, and particularly, what they need to know as beneficiaries. I know these conversations can be difficult to initiate, both for parents and children. Here are 8 Tips for Talking Finances with…

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Beyond the New Year’s Resolution: Keeping Your Financial Paperwork in Order, by Wealth Manager, Clint Gharib New Year’s resolutions can be great motivators, but any time of year is good to get your financial paperwork in order. Managing your important documents—whether electronic or on old-fashioned paper—can make your financial life easier. If this is the…

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2019 Smart Money Tips by Clint Gharib After a dramatic end to 2018, the economic outlook for 2019 is for continued volatility. Staying on track with a long-term investing strategy is key to continuing to work towards achieving your long-term goals. Another key is keeping the lines of communication open. Talking about money can be…

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