Oakview Wealth Solutions

02/28/2025

Come see us in the parade tomorrow morning!
All events are family friendly! ⚜️👑🥳

11/12/2024

Are annuities right for you? Often times, these are sold to clients without them knowing the full scope of their pros and cons. Make sure your advisor explains each choice they've made for you, and they tell you the why behind that choice.

11/06/2024

There are so many factors to gaining wealth, all of which are important. But at the base of any wealth tree, you will almost always find professional guidance being the strongest growing root. From new laws and stats to saving you money with taxes and your legacy, adding a professional when it comes to something as important as your money can be the difference in the size of your wealth tree.

11/03/2024

10/31/2024

Oakview Wealth Solutions wishes you a safe and happy Halloween!

10/25/2024

Ignoring a problem by "ghosting" it does not mean it will just scurry away to haunt someone new. If you're a ghoster, one thing you don't want to scare away is your future wealth.

10/16/2024

Financial Advisors have entire careers build around understanding and navigating the stock market, studying its ups and downs, keeping current with new laws and trends and having the tools at their fingertips to build top notch portfolios. At Oakview Wealth Solutions, we know that our clients success is truly our success and we pride ourselves with doing great work. If you're a little frightened by the idea of investing, don't be! Hire a professional who can walk next to you in the journey to be sure you can feel confident while growing your money!

10/08/2024

The Halloween Effect suggests that stocks perform better in the months between Halloween and late Spring. This idea goes way back to when investors summered away from home and did not work much on their portfolios, coming back to work and financial responsibilities, investing heavily in around Halloween and then selling in May. And although the numbers show there is some truth to the idea that average returns are higher between October and May than they are vice-versa, this does not necessarily mean an investor should change their investment strategy. Be sure to speak with a professional about when the best time to buy or sell is, and for any other financial advice!

09/24/2024

In a 2024 survey, the actual age of retirement is 62, and according to the CDC, the current life expectancy is around 78. But if someone retires at 62 and lives to be 99, that is almost 40 years of retirement.
Most of the time, Social Security payments alone will not be enough to meet a persons basic needs, let alone cover an unexpected emergency.
With pension plans being offered less and less, it is up to the worker to secure their own retirement savings, and current studies show most of Americans do not have adequate savings set aside.
Having an actual plan in place can keep you setting aside the correct amount for retirement and inside of the best type of accounts for the retirement you want.
One key issue for current retirees is their need to return to the workforce to supplement what their social security does not cover.
Almost 70% of people who reach age 65 will need some form of long-term care as they age. The median cost of this is about $5000 a month. And Medicare does not cover anything over a 100 day stay, and that has to be post a hospital stay of three or more days.
Call us today and see how we can get you ahead of the curve and ready for a confident retirement.

09/18/2024

For years, people have considered September to be the worst performing month when it comes to the stock market, referred to as the "September Effect". And while there are plenty of theories on why the markets behavior in September is less than desirable, analysts & economists have been stumped as to the actual reasons for it. A combination of factors might be at play, including institutional portfolio rebalancing, behavioral biases, economic cycles, fiscal policy uncertainty, and even the idea that investor expectations help create the very downturn they’re worried about. So, whether or not the September Effect remains a historical trend going forward remains to be seen, it's something to keep your eye on. What do you think the reasons behind this intriguing pattern?

09/11/2024

A Roth IRA can be a great savings option for those who expect to be in a higher tax bracket in the future, making the tax-free withdrawals even more advantageous. Come talk to us about how this option can benefit you and your future!

09/06/2024

Whether you are debt free and working on your savings or have extra funds to splurge on anything you want, you still need to be responsible with your money and have a plan. You advisor is there to ensure you can stay or become even more confident in your level of wealth.