Wells Fargo Advisors Financial Network

 

 

Given the complexity of today's financial markets, successful investing requires a significant commitment of time, knowledge, and on-going attention. Yet most investors only manage their portfolios part-time and find most investment decisions to be daunting.

At Oak Asset Management, we believe investors are best served by engaging investment professionals to design, manage, and monitor their portfolios. We are an independent investment advisory practice providing comprehensive asset management strategies for affluent individuals, families, and corporate investors.

 

 
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Lease Interest

What's the interest rate on the lease you're considering?

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Credit Card Debt

How Long Will It Take to Pay my Balance?

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Newsletters

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

Preparing to Turn the Corner

What happens to a multiple-owner business when one of them chooses to retire or must leave suddenly for some other reason? Death, disability, divorce, & bankruptcy are just a few of the events that can affect one owner and threaten the future of the business. This article discusses the reasons why it may make sense for a small business to have a buy-sell agreement in place.

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

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