Oxford Financial Advisors

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

 

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Inflation & Your Money

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.