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  • Greg Oakford

    Posted on September 15, 2020

    Greg Oakford’s interest in financial services sprouted in high school, born by investing in General Motors bonds. He started his career in the financial services industry after college, building up experience in analysis, investments, equity and more. He joined Gold Family Wealth in 2020 as a Client Service Associate. Greg holds the Chartered Financial Analyst …

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  • Market Commentary: The S&P fell for the Second Week Straight and Inflation Rises

    Posted on September 14, 2020

    Stocks continued to retreat as losses on Tuesday were large enough to push the market down more than 2% for the second week in a row. The S&P 500 has retraced 6.7% of its massive rally from the lows in March.

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  • Market Commentary: Sharp Decline in S&P 500 Could Signal More Volatility

    Posted on September 8, 2020

    Investors were reminded stock investing comes with volatility as the S&P 500 dropped 3.5% on Thursday and declined 2.3% for the week. The downside pressure was felt most directly by stocks that had performed best. Figure 1 shows the best performing stocks this year (furthest to the righ …

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  • Rewirement: Rewiring The Way You Think About Retirement [Video]

    Posted on September 8, 2020

    Rewirement: Rewiring The Way You Think About Retirement Retirement income planning can feel like trying to hit a moving target in the wind. We invite you to listen to “Rewirement: Rewiring The Way You Think About Retirement,” a webinar on preparing for this chapter in life, hosted by Jamie Hopkins, Director of Retirement Research at …

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  • Rewirement: Rewiring The Way You Think About Retirement

    Posted on September 8, 2020

    Rewirement: Rewiring The Way You Think About Retirement Retirement income planning can feel like trying to hit a moving target in the wind.   Social Security, Medicare, long-term care insurance – understanding the different programs involved is confusing enough. Add to these stresses that you have to adapt to life without work for the first …

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  • Rewirement: Rewiring The Way You Think About Retirement

    Posted on September 8, 2020

    Jamie Hopkins, Director of Retirement Research at Carson, hosts “Rewirement: Rewiring The Way You Think About Retirement.” A lot has changed since your parents retired, and the world is a more expensive, complex place: Click Here to Watch the Webinar

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  • How to Invest Creatively in Your Fall Vacation this Year

    Posted on September 3, 2020

    Sneaking away during the lull between peak times – “the shoulder season” – is popular with savvy travelers for reduced crowds, milder weather and usually great deals on travel packages.

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  • Market Commentary: Higher Inflation Expected in Coming Years, S&P Sees More Gains

    Posted on August 31, 2020

    The Federal Reserve announced a major policy revision last week. The revised strategy indicates rates will stay low for a long period of time and will increase slower than in past rate cycles. The report and a subsequent speech by Fed Chair Jay Powell indicate the Fed will allow inflation t …

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  • How to Make Charitable Giving Part of Your Financial Plan

    Posted on August 26, 2020

    COVID-19 caused an economic shockwave that we’ll feel for a long time. Nonprofits, from large global networks to the local churches, have been hit hard, too. In a recent survey of 110 nonprofits, 80% of them said revenue had fallen across the board.

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  • Retirement by Design

    Posted on August 25, 2020

    Retirement by Design Your 401(k) is one of your most significant sources of retirement income – if not the largest. Did you set it and forget it? Do you know if it’s performing as it should? Schedule a Consultation Retirement by Design What about your other retirement accounts? Investors often feel confused and overwhelmed if …

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