Oaks Wealth Partners

Oaks Wealth Partners Personalized Planning for your Financial Goals Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC.

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Wishing you a safe and happy Labor Day!
09/07/2026

Wishing you a safe and happy Labor Day!

Put your retirement fund to work by turning it into retirement income. Learn more:
09/04/2026

Put your retirement fund to work by turning it into retirement income. Learn more:

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Fed's Waller Supports Holding Rates Steady In September, Lowering Hike Odds. Meanwhile, Japanese Yen Climbs To A Seven-M...
09/04/2026

Fed's Waller Supports Holding Rates Steady In September, Lowering Hike Odds. Meanwhile, Japanese Yen Climbs To A Seven-Month High Amid Fresh Signs of Intervention. CIO Larry Adam provides more perspective in today's Up & Adam.

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Capture market potential while managing the risks. Discover how structured investments can help you pursue your investin...
09/03/2026

Capture market potential while managing the risks. Discover how structured investments can help you pursue your investing goals, even in uncertain markets:

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Fed speakers offer insights into the potential path forward for interest rates. Plus, the Trump Administration announces...
09/03/2026

Fed speakers offer insights into the potential path forward for interest rates. Plus, the Trump Administration announces new tariffs on semiconductors. CIO Larry Adam provides insights in today's Up & Adam.

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US manufacturing is extending its expansion streak as labor numbers appear to be stabilizing. CIO Larry Adam digs deeper...
09/02/2026

US manufacturing is extending its expansion streak as labor numbers appear to be stabilizing. CIO Larry Adam digs deeper in today's Up & Adam.

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Today's ISM Manufacturing PMI will provide a broader read on nationwide factory activity. Plus, with the US-Iran conflic...
09/01/2026

Today's ISM Manufacturing PMI will provide a broader read on nationwide factory activity. Plus, with the US-Iran conflict once again heating up, oil prices are pressuring the 10-year Treasury. CIO Larry Adam digs deeper in today's Up & Adam.

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August brought renewed volatility, shifting market trends and uncertainty in the bond market. Despite these pressures, t...
08/31/2026

August brought renewed volatility, shifting market trends and uncertainty in the bond market. Despite these pressures, the underlying backdrop reinforced that the US economy continues to expand. Get the details in the August market recap:

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Employer-sponsored 401(k)s are a tax-efficient way to save for retirement. Here are seven ways to maximize your contribu...
08/31/2026

Employer-sponsored 401(k)s are a tax-efficient way to save for retirement. Here are seven ways to maximize your contributions:

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Labor data will be in the spotlight this week, with JOLTS on deck tomorrow and the key August employment report on Frida...
08/31/2026

Labor data will be in the spotlight this week, with JOLTS on deck tomorrow and the key August employment report on Friday. Chief Investment Officer Larry Adam provides perspective in today's Up & Adam.

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Address

3027 Townsgate Road, Ste 100
Westlake Village, CA
91361

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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