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1500 Quail Street, Suite 470. Newport Beach, California 92660. Welcome to Oakstone Wealth Management. Our wealth advisors have been serving the Southern California area for more than 20 years. We have a process that helps our clients manage their assets and risk. When Do You Need a Will? When do you need a will? The answer is easy: Right Now. Are you ready for retirement? Here are five words you should consider. To Buy or Not to Buy. Understanding Today’s Financial Environment. When Do You Need a Will?

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CONTACTS AT OAKSTONEWEALTH.COM

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Or●●ge , CA, 92867

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714●●●686

st●●●●●●●●●●●●@lpl.com

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Or●●ge , CA, 92867

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1500 Quail Street, Suite 470. Newport Beach, California 92660. Welcome to Oakstone Wealth Management. Our wealth advisors have been serving the Southern California area for more than 20 years. We have a process that helps our clients manage their assets and risk. When Do You Need a Will? When do you need a will? The answer is easy: Right Now. Are you ready for retirement? Here are five words you should consider. To Buy or Not to Buy. Understanding Today’s Financial Environment. When Do You Need a Will?

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6 about lpl financial

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Home | Oakstone Wealth Management | oakstonewealth.com Reviews

https://oakstonewealth.com

1500 Quail Street, Suite 470. Newport Beach, California 92660. Welcome to Oakstone Wealth Management. Our wealth advisors have been serving the Southern California area for more than 20 years. We have a process that helps our clients manage their assets and risk. When Do You Need a Will? When do you need a will? The answer is easy: Right Now. Are you ready for retirement? Here are five words you should consider. To Buy or Not to Buy. Understanding Today’s Financial Environment. When Do You Need a Will?

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oakstonewealth.com

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Asset Allocation | Oakstone Wealth Management

http://www.oakstonewealth.com/resource-center/investment/asset-allocation

1500 Quail Street, Suite 470. Newport Beach, California 92660. If you live in or have visited a big city, you’ve probably run into street vendors—people who sell everything from hot dogs to umbrellas in carts on the streets and sidewalks. Many of these entrepreneurs sell completely unrelated products, such as coffee and ice cream. Source: Brinson, Singer, and Beebower, “Determinants of Portfolio Performance II: An Update,” Financial Analysts Journal, May/June 1991. The idea behind asset allocation is to ...

2

Some Useful Links

http://www.oakstonewealth.com/p/some-useful-links

1500 Quail Street, Suite 470. Newport Beach, California 92660. We’ve provided you with a list of helpful links to help you find information that interests you. If there are other links you believe would be useful, email us to let us know. The Wall Street Journal. Investor’s Business Daily. New York Stock Exchange. Each week the LPL Financial Research team assembles thoughtful insight on market and economic news. 160; Download Market Commentary. 160; Download Economic Commentary.

3

Estate | Oakstone Wealth Management

http://www.oakstonewealth.com/resource-center/estate

1500 Quail Street, Suite 470. Newport Beach, California 92660. Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. Charitable Giving: Smart from the Heart. Here are three tips. Executors can v...

4

Immediate vs. Deferred Annuities | Oakstone Wealth Management

http://www.oakstonewealth.com/resource-center/retirement/immediate-vs-deferred-annuities

1500 Quail Street, Suite 470. Newport Beach, California 92660. Immediate vs. Deferred Annuities. No Doubling. Investing in an annuity through a tax-advantaged retirement plan such as a 401(k) plan or an IRA will not provide additional tax advantages. Source: CNN Money, June 12, 2015. Despite not being as well known as some other retirement tools, annuities account for 8% of all assets earmarked for retirement. With about $2 trillion in assets, annuities hold more funds than Roth IRAs.¹. Annuity contracts...

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Glossary | Oakstone Wealth Management

http://www.oakstonewealth.com/tools/glossary

1500 Quail Street, Suite 470. Newport Beach, California 92660. A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjusted periodically based on an index. Adjustable-rate mor...

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November – December 2013 Business View | The Business View

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Glendora Chamber Business View. July – August Business View. May – June Business View. March – April 2014 Business View. November – December 2013 Business View. January – February 2014 Business View. November – December 2013 Business View. Business View Table of Contents. This issue of the Glendora Chamber Business View is sponsored by:. Southern California Gas Company (SoCalGas. Learn more about how you can save money and conserve gas:. Benefits of Advanced Meter. Analyze your usage over time. Was accom...

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oakstonewealth.com

Home | Oakstone Wealth Management

1500 Quail Street, Suite 470. Newport Beach, California 92660. Welcome to Oakstone Wealth Management. Our wealth advisors have been serving the Southern California area for more than 20 years. We have a process that helps our clients manage their assets and risk. When Do You Need a Will? When do you need a will? The answer is easy: Right Now. Are you ready for retirement? Here are five words you should consider. To Buy or Not to Buy. Understanding Today’s Financial Environment. When Do You Need a Will?

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