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Oak Harbour Wealth Management I Financial Advisors, Life Insurance

Oak Harbour Wealth Management I Financial Advisors, Life Insurance

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  1. Home
  2. Archived Blog
  3. May 2016

May 2016

The Daily Choices of Financial Freedom

Submitted by Oak Harbour Wealth Management I Financial Advisors on May 17th, 2016

If given the choice, most people would choose financial freedom over financial servitude. Who doesn’t want to be financially independent, having your money work for you, as opposed to you working for your money?

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Asset Allocation: The Key to Long-Term Investment Returns

Submitted by Oak Harbour Wealth Management I Financial Advisors on May 17th, 2016

Watching the roller coaster ride of the stock market can make many investors queasy.  Even though the stock market has, historically, always trended up, investors can’t help but feel uneasy as they watch the values of their portfolios rise and fall with the market.

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Asset Allocation: The Key to Long-Term Investment Returns

Submitted by Oak Harbour Wealth Management I Financial Advisors on May 17th, 2016

Watching the roller coaster ride of the stock market can make many investors queasy.  Even though the stock market has, historically, always trended up, investors can’t help but feel uneasy as they watch the values of their portfolios rise and fall with the market.

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Zeroing in on Mutual Fund Expenses

Submitted by Oak Harbour Wealth Management I Financial Advisors on May 17th, 2016

As investment options continue to expand and competition for investment dollars increase, the mutual fund industry is coming under increasing scrutiny for the expenses charged in many mutual funds.

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Picking the Brains of the Rich – We Find Some Investment Nuggets

Submitted by Oak Harbour Wealth Management I Financial Advisors on May 17th, 2016

Although we are in the business of building wealth for our clients, we are always on the lookout for those “pearls of wisdom” from the ultra-rich that might bring some elucidation to those who wonder why they’re not.

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Picking the Brains of the Rich – We Find Some Investment Nuggets

Submitted by Oak Harbour Wealth Management I Financial Advisors on May 17th, 2016

Although we are in the business of building wealth for our clients, we are always on the lookout for those “pearls of wisdom” from the ultra-rich that might bring some elucidation to those who wonder why they’re not.

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Record Keeping in the Cloud – is it Safe?

Submitted by Oak Harbour Wealth Management I Financial Advisors on May 17th, 2016

As our lives become more intertwined with the Internet it may be only a matter of time before all of our important data is stored in this vast “cloud” of bits and bytes.  Most people are well on their way with online banking and bill paying, e-tax filing, email, document storage vaults, Social Security information, and soon we will be making payments using our smart phones.&nbs

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Recent Blog Posts

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L9G 5E8 Canada

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