In A Nutshell
Oak Capital Advisors' blog provides entrepreneurs with straightforward and succinct guidance for business and financial success.
Recent Articles
5 Tips for a Smooth 2023 Tax Season
The 2023 tax season is officially here, which means most taxpayers will be filing their tax return within the next month. Here are five steps you can take to help ensure the process goes as smoothly as possible this year.
Emotional Investing Part 2: The Costs of Investing Emotionally
In Part 1 of this two-part blog series, we examined why investors are hardwired for emotional investing. In Part 2, we’re sharing some of the potential costs of investing emotionally—and how you can avoid them.
Emotional Investing Part 1: Why Investors Behave Irrationally
Enduring the fluctuations of the market can be challenging, even for the most seasoned investors. Indeed, most of us know by now that staying the course is prudent—especially during periods of discomfort. Yet doing so may be easier said than done.
5 Estate Planning documents Everyone Needs
There are certain estate planning documents everyone should have, regardless of their age, stage of life, or net worth.
2022 Year-End Financial Planning Checklist
With the new year approaching, consider checking these financial to-dos off your year-end financial planning checklist before it’s too late.
7 End-of-Year Tax Planning Tips for Small Business Owners
To avoid overpaying Uncle Sam and preserve more of your hard-earned income, consider these end-of-year tax planning tips for 2022.
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