It's days like yesterday & today that make investing really, really hard.

Tax Loss Harvesting for Doctors If ever there was a day to learn about & potentially implement tax loss harvesting in your taxable brokerage account, this would be it. If you've put any money into the market in a taxable account since the start of the year, there's a decent

Markets In Decline: Is this Time Different? - mailchi.mp/oreadwealth.co…

On a special edition of Views From the Top, we discuss the recent market declines from Trump's tariff announcements and try to answer the age-old question, is this time different? - mailchi.mp/oreadwealth.co…

Some of the worst days in the market are often accompanied by some of the best. Remember, even if you retire today, you’re still planning for decades in the future. Don’t let today sabotage tomorrow. (s/o Tidbyt for the visuals 👏🏼)

This seems fine I guess?

For those who celebrate, Happy National Tax Day 2025! Here are just a few tax strategies we've implemented at Oread Wealth Partners for clients in the last year: - Health Savings Account Investing - Tax deduction for contributing, tax free growth in the investment account, and tax-free

Tax Bill Got You Down? Here's How to Fix That... - mailchi.mp/oreadwealth.co…

Depressed By Your Recent Tax Bill? You're not alone... For many, April 15th is the day they realize just how much money they're really paying in taxes. With this year's tax day in the rear view mirror, what are some ways you can reduce your tax bill? - mailchi.mp/oreadwealth.co…

In 2020, the total interest paid on the US national debt was $345 billion. In 2024? $950 Billion. Almost a trillion dollars. Only interest. Surpassed Defense spending ($826B) & Medicare ($869B). Concerning?

You know it's going to be a great day when your 16 month old throws a sock in the toilet right as you're trying to walk out the door at 7:30 AM.

One of the most common holes I see in an estate plan? Titling of a primary residence. Should it be jointly between spouses? In a Living Trust? Or a QTIP? The answer varies widely, but it's something worth reviewing!

Will Social Security Be There For You? - mailchi.mp/oreadwealth.co…

Will Social Security Be There For You? It's a huge question for those nearing retirement & can have a massive impact on the projected success or failure of a financial plan. - mailchi.mp/oreadwealth.co…

💰 Why is life insurance an important consideration for wealthy families? I recently spoke with Bankrate on why traditional planning can fail & what savvy advisors are implementing instead. This isn't basic insurance info—it's wealth preservation. Link below!

A common error I see being made by those making over $250k/yr when it comes to financial planning... One of the current 'downsides' (if you can even call it that) of a married couple with a household income over $250k in 2025 is that you're not allowed to contribute directly to

3 Reasons We Don't Achieve Financial Goals - mailchi.mp/oreadwealth.co…

The 3 Reasons We Don't Achieve Financial Goals - mailchi.mp/oreadwealth.co…

Can a Recession Be Predicted? - mailchi.mp/oreadwealth.co…

Can a Recession Be Predicted? With so much recent discussion around the odds of a recession in our economy, we discuss recessions in general & why predicting one isn't as straightforward as it may seem. - mailchi.mp/oreadwealth.co…