In A Nutshell
Retirement & Exit Planning Advice for Business Owners
Discover the answers to all of your exit, tax, and retirement planning questions. Oak Capital Advisors’ blog provides entrepreneurs with straightforward and succinct guidance for business and financial success.
Recent Articles
Bitcoin Basics: What To Know Before You Buy
Before you pour your hard-earned cash into cryptos or abandon your investment plan, it may be helpful to refresh your memory on a few Bitcoin basics, including the potential risks.
Fact-Checking Financial Advice: 4 Steps For Separating Fact From Fiction
In my last few blog posts, I’ve focused on the importance of developing a healthy sense of awareness and skepticism when it comes to the
Investor Heuristics: 5 Biases To Watch Out For When Making Financial Decisions
Investor heuristics and biases don’t often serve us when making complex financial decisions. Here’s how to recognize them and combat them. In recent blog posts,
Emotional Investing: How To Avoid Common Investor Pitfalls
This article about emotional investing is part two of a four-part blog series about training yourself to make better financial decisions. “The challenge for all
The Benefit Of The Doubt: How Healthy Skepticism Can Help You Make Better Financial Decisions
Financial pundits and newscasters delivering so-called information have never been more prolific. Not to mention, continual advances in technology make it possible for us to
6 Financial Best Practices To End The Year Right
If 2020 has left you feeling like the fabled Sisyphus, forever pushing a boulder up a steep hill, you’re not alone. Thankfully, with two newly
Take the guess-work out of your retirement plan.
Start your journey with a complimentary financial assessment to evaluate your retirement readiness.