Why parents, not grandparents, should own 529 savings plans!
Nick Webb2023-01-09T19:10:23+00:00It’s the most wonderful time of year again! Well, maybe not the “most” wonderful but it is the time
It’s the most wonderful time of year again! Well, maybe not the “most” wonderful but it is the time
It’s ok to have an emotional attachment to our hard-earned money. What I mean is, in my case, my
You may have heard people talking about “beating (or outperforming) the market.” What does that mean? And what is
Like any industry, the financial industry is full of technical terms and jargon that can easily get confusing to
It would be an understatement to say that there’s a lot going on in the world right now, perhaps
We all know that eating our vegetables before dessert is a good idea. But just the same, few people
Last week, a new bill was introduced to congress which is being called the Social Security Reform Act of
There’s a lot of noise out there! If you listen to the financial media or logon to your favorite
What a great weekend of football, turkey, family and friends! I hope you had a great one! Football has
Well hello! I’m Dan Shepard, Founder and President of Oak Road Wealth Management. Welcome to my new blog! I