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Quarterly Market Review – Second Quarter 2016

July 21, 2016 By Tyler A. Gray, CFP®, CKA®, AIF®

stock charts

From the infamous “Brexit” vote in the UK, to good news in U.S. jobless claims and consumer spending, investors braced themselves for substantial volatility in the second quarter of 2016. Depending on what day you watched the news, you might have thought the world was on the verge of utter chaos and destruction in the… Read More

Filed Under: Investing & Retirement

Quarterly Market Review – First Quarter 2016

April 8, 2016 By Tyler A. Gray, CFP®, CKA®, AIF®

stock charts

Despite the Dow Jones Industrial Average and the S&P 500 index experiencing their worst start to the year EVER, most of the major asset classes bounced back to finish the first quarter on a fairly positive note. To the surprise of many, we learned that the U.S. budget deficit fell to the lowest level since… Read More

Filed Under: Investing & Retirement

Is Your Financial Planner Certified? (Video)

March 17, 2016 By Tyler A. Gray, CFP®, CKA®, AIF®

Tulsa certified financial planner

Would you go to a personal trainer who wasn’t certified? How about a doctor or surgeon? A plumber? Electrician? Day care facility? Yeah, I didn’t think so. Did you know that only 20% of people who hold themselves out as financial planners in the United States are CERTIFIED FINANCIAL PLANNER™ professionals? Yes, I’m dead serious… Read More

Filed Under: Wealth Management

7 Simple Steps to True Financial Freedom – Part 4

March 11, 2016 By Tyler A. Gray, CFP®, CKA®, AIF®

financial emergency fund fire hydrant photo

Several months ago, I started a series called, “7 Simple Steps to True Financial Freedom.” In this post, we’ll cover step 3, “Establish an emergency fund.” We’ll talk about what an emergency fund is and why you need one, how much you should have in yours, where this money should come from, and where to… Read More

Filed Under: Saving Money

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Recent Blog Posts

  • Quarterly Market Review – Second Quarter 2016
  • Quarterly Market Review – First Quarter 2016
  • Is Your Financial Planner Certified? (Video)
  • 7 Simple Steps to True Financial Freedom – Part 4
  • How Can You Guard Yourself Against Identity Theft?

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Advisory services offered through SageOak Financial, LLC, a registered investment adviser with the U.S. Securities and Exchange Commission. Seasons Financial Group is a tradename of SageOak Financial, LLC.