To All of Our Clients, It is a pleasure to update you on the general progress of our portfolio – and, more importantly, our financial plan – during the first half of 2024. Before delving into specifics, I’d like to reiterate a few of the core principles that guide our investment and financial planning approach… Read More
2022 Midyear Financial Market Update
Wondering what’s been happening with the financial markets this year? Check out this video for a brief midyear financial market update from your friends at Seasons and SageOak Financial. Problem with the video? The full video transcript can be found below. —TRANSCRIPT START— “Hi, I’m Tyler Gray, Managing Director and one of the financial advisors… Read More
SageOak® Financial Merger Announcement
Check out this video for a special announcement from Tyler Gray, Managing Director at SageOak Financial, LLC. Problem with the video? The full video transcript can be found below. —TRANSCRIPT START— “Hi SageOak family! I hope that 2022 is off to a good start for you and your family! I’m sending this video message today… Read More
Seasons & SageOak® Merger Announcement
As of January 1st, 2022 Seasons Financial Group, LLC and SageOak Financial, LLC have merged firms and SageOak’s LLC is the surviving legal entity. We will continue to operate under both the Seasons and SageOak® brand names for the foreseeable future as we work towards integrating our firms behind the scenes throughout 2022. For more… Read More
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