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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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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Discover Six Recommendations for Creating Strong Passwords. You wouldn’t leave your house unlocked while you’re on a two-week vacation – so don’t leave your personal information unlocked with easy-to-guess passwords! Protecting your personal information online on a daily basis will help reduce the risk of identity theft. While most know it’s important, the majority of Americans…

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In Oxford Retirement Advisors Integrous Investing’s Market Update (“Aaachoo” – April 6, 2018) I wrote, “Damn the tariffs, Earnings ahead… The risk to me is earnings disappointment. I think the fear of an all-out trade war is overblown; much like the concern about a possible Euro government default was in 2011. ”  Earnings for the quarter…

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