Oak Tree Wealth Management

10 Economic Lessons from 2020 from LPL Research.

As an investor, it can be tempting to get caught up in daily news headlines. Consider how news about the election and COVID-19 vaccines have moved the markets over the past several weeks. But having a financial strategy can help you...

In this strange and challenging year, I am grateful for: -My health and my families health -My job and my husband's job -My fabulous clients that have stuck with me through thick and thin -Technology that allows me to meet with clients and friends... -Coffee & Red wine -The fires have stopped -Online exercise classes -Netflix -The brains of the world are working on a vaccine -I moved my office home before Covid-19 -Super short commute -Our nuclear family has gotten closer See more

Do you have questions about how Social Security works? How to maximize your benefits? Register for this webinar being taught by Social Security expert, Mary Beth Franklin. After the webinar I would be happy to discuss any additional questions you may have.

I know it's boring, but staying the course with your well thought out portfolio is usually the best course of action. Patience is your friend. If you have questions, feel free to contact me. Below is a quick video going over the facts of elections and markets over time.

Medicare Open Enrollment through December 7th. You have the option to compare Medicare health plans through December 7th for your 2021 coverage. Often coverage and premiums can change from year to year, so it is smart to check on your choices. https://www.medicare.gov/

Elections & Markets: Will higher taxes sink stocks? Here is an article based on history that may be surprising.

How does your spending compare to the average American? What do you spend on housing, transportation, or food compared to others?

Should you sell your stock holdings ahead of the election? In fact, stock performance depends more on the economy than which party is in the White House. Watch this quick video for the facts.

Are this years crazy markets making you a little crazy? Is it time for professional help?

Guidance regarding the payroll tax holiday was released on August 28. CNN Business has the details @ https://cnn.it/3gS9Yz7 Employees will still owe the money and have to pay it back by April of 2021.

A new "adverse market fee will be added to many refinanced home loans starting in December. CNN Business has the latest: https://cnn.it/2EFgOuo If you are thinking of refinancing, you may want to act sooner, rather than later.

Your retirement plan is as unique as you are. Join this webinar to hear how to maximize your retirement, understand the specific features your plan may offer and make the most of the options available to you. Whether you’re just getting started or planning to transition into retirement, you’ll learn what questions to ask and practical tips and resources for a successful future.

Cybersecurity: What you need to know. Here is a link to an excellent webinar put on by former FBI Special Agent, Jeff Lanza. This is the best cybersecurity presentation I have ever seen. AND - he has a sense of humor! Thanks to AssetMark for hosting this informative event.

The IRS releases their Dirty Dozen tax scams for 2020. What you need to know to stay safe.

Will fatalities spike again as COVID-19 cases rise? Here is a good little article from J.P. Morgan Asset Management.