Financial Myth Busting: Eliminating Taxes
Clients sometimes ask about certain special investment tools they’ve heard of that can eliminate taxes. Please hear us when we say: this is not a real thing.
Why Should I Consider Becoming a Paraplanner?
Of course, I’m very biased when I say it’s a rewarding role. It’s not only financially rewarding, but it also feels great being able to help families secure their financial future without having to worry about money. On top of that, it satisfies my numbers-driven brain. I have no issues staring at...
How Much Do Paraplanners Make?
Money talks, doesn’t it? We are in the money business after all!
Hedging Against Inflation
Inflation. It’s inescapable. The current surge (6.2% as of October) can be partly blamed on pandemic shock, but a brief look at history shows that inflation is nothing new. In fact, the U.S. has dealt with seven episodes since World War II.
A Practice of Gratitude – A Message from Scott Eichler
The idea of living richly has many different expressions. Gratitude is certainly one of my favorite forms of living richly. As the holidays approach, I’m reminded of how grateful I am for my family, friends, and clients. It’s a great honor to help people lead more financially secure lives, and I am...
Attorneys: Give Your Retirement the Same Attention You Give Your Practice
At Standing Oak, we value your Why. It’s one of the first things we establish with our clients, because it’s crucial to understand the destination before creating a path to reach it. For many attorneys (and professionals in other industries too), the answer to the question of ‘what drives you’ in...
What to Consider in the Fourth Quarter Crunch
The final quarter of the year is a hustle in more ways than one. The year is winding down, and there’s much to get done in only a few weeks—budget planning, annual reviews, and celebrations all begin to pile up. As financial planning comes more sharply into focus, this is the perfect time to...
Evergrande’s Potential Collapse Paired with Fear and Greed.
“Scott, is Evergrande’s collapse the end of life as we know it?”
Introducing Standing Oak Advisors
Standing Oak Advisors looks at investing a little bit differently.
Financial Myth Busting: Eliminating Taxes
Clients sometimes ask about certain special investment tools they’ve heard of that can eliminate taxes. Please hear us when we say: this is not a real thing.
Why Should I Consider Becoming a Paraplanner?
Of course, I’m very biased when I say it’s a rewarding role. It’s not only financially rewarding, but it also feels great being able to help families secure their financial future without having to worry about money. On top of that, it satisfies my numbers-driven brain. I have no issues staring at...
How Much Do Paraplanners Make?
Money talks, doesn’t it? We are in the money business after all!
Hedging Against Inflation
Inflation. It’s inescapable. The current surge (6.2% as of October) can be partly blamed on pandemic shock, but a brief look at history shows that inflation is nothing new. In fact, the U.S. has dealt with seven episodes since World War II.
A Practice of Gratitude – A Message from Scott Eichler
The idea of living richly has many different expressions. Gratitude is certainly one of my favorite forms of living richly. As the holidays approach, I’m reminded of how grateful I am for my family, friends, and clients. It’s a great honor to help people lead more financially secure lives, and I am...
Attorneys: Give Your Retirement the Same Attention You Give Your Practice
At Standing Oak, we value your Why. It’s one of the first things we establish with our clients, because it’s crucial to understand the destination before creating a path to reach it. For many attorneys (and professionals in other industries too), the answer to the question of ‘what drives you’ in...
What to Consider in the Fourth Quarter Crunch
The final quarter of the year is a hustle in more ways than one. The year is winding down, and there’s much to get done in only a few weeks—budget planning, annual reviews, and celebrations all begin to pile up. As financial planning comes more sharply into focus, this is the perfect time to...
Evergrande’s Potential Collapse Paired with Fear and Greed.
“Scott, is Evergrande’s collapse the end of life as we know it?”
Introducing Standing Oak Advisors
Standing Oak Advisors looks at investing a little bit differently.