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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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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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Atlanta – The newly rebranded Oxford Retirement Advisors Integrous Investing is announcing a core partnership expanding its reach across the US as well as sharpening Oxford’s services towards entrepreneurs, and small businesses. ln 2018 Atlanta financial group, Integrous Investing rebranded itself as Oxford Retirement Advisors Integrous Investing. This was part of a larger restructuring in…

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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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