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Oak Harbour Wealth Management I Financial Advisors, Life Insurance

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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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The 4 Essential Elements of a Retirement Plan

Submitted by Oak Harbour Wealth Management I Financial Advisors on March 8th, 2016

Until recently, many retirees have been able to rely upon the three-legged stool of retirement income sources: a defined benefit pension plan that guarantees a lifetime income, their own savings, and the Canada Pension Plan.

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Investing vs. Trading

Submitted by Oak Harbour Wealth Management I Financial Advisors on September 21st, 2015

In the last article we defined investing as buying an ownership stake in companies who are profitable today and whose profits are expected to rise over time. Trading is any other form of managing your money which may or may not take into account corporate profits as part of the decision-making process.

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Investing Smart During Uncertain Times

Submitted by Oak Harbour Wealth Management I Financial Advisors on September 21st, 2015

Warren Buffett had a classic rule when it comes to market volatility:

"Be fearful when others are greedy and greedy when others are fearful".

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