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.

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...

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...

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...

“Scott, is Evergrande’s collapse the end of life as we know it?”

Standing Oak Advisors looks at investing a little bit differently.