I once talked to a gentleman who said he liked paying taxes. His theory was that if he was paying taxes, it meant he was making money, and that’s a good thing. While I certainly agree with his logic, I’ve never met anyone who wants to pay MORE money in taxes than they’re legally required… Read More
Copyright © SageOak Financial, LLC unless otherwise indicated. All rights reserved.Warning: Are You Paying These Hidden Investment Fees? (Part 2)
In our last post, we talked about a few hidden investment fees that many investors are paying, usually without even realizing it. Unfortunately, that list wasn’t complete. In this post, we continue with our list of hidden investment fees, as well as a few ways for the average investor to avoid these fees. As a… Read More
Copyright © SageOak Financial, LLC unless otherwise indicated. All rights reserved.Warning: Are You Paying These Hidden Investment Fees? (Part 1)
In almost every conversation I have with a prospective client, at some point, the subject of investment fees comes up. More often than not, an individual’s view of what they are paying in investment fees is far removed from reality. The problem usually stems from the fact that many of the fees a typical investor… Read More
Copyright © SageOak Financial, LLC unless otherwise indicated. All rights reserved.When Money Doesn’t Matter
Certain times in our lives, we are reminded that money and possessions really don’t matter all that much. For me, one of those times was Halloween last year, as my wife and I sat in the doctor’s office waiting to see our baby on the ultrasound monitor. What happened next would completely change our lives… Read More
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