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Blog

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Ross Snyer | Jun 3, 2021

Rising Inflation: Where Will It Go from Here?

In March 2021, the Consumer Price Index for All Urban Consumers (CPI-U) rose 0.6%, the largesy one-month increase since August 2012. Over the previous 12 months

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Ross Snyer | May 7, 2021

More Money, More Responsibility and Strategic Financial Decisions

Strategic financial planning is important for everyone but especially for high-income earners that have their compensation tied directly to the success of the

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Ross Snyer | May 7, 2021

Donor-Advised Funds: A Solution to Gifting with Tax Benefits

Gifting, for many investors, is about the philanthropic support they want to give charities. Gifting to help make the world better by benefitting society is one

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Ross Snyer | May 7, 2021

Wealth Preservation in America: Portfolios Including Alternative Types of Investments

After the financial crisis, and throughout the COVID-19 pandemic, Americans examined how and why they invest. Many investors that had their entire wealth tied

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Ross Snyer | May 7, 2021

The Great Wealth Transfer: Is Your Family Prepared?

Over the next twenty years, a wealth transfer will occur that exceeds $30 trillion as the Baby Boomer generation passes the remainder of their wealth to the

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Ross Snyer | Apr 27, 2021

Preserving Your Wealth through a Chronic Disease

If you've been diagnosed with a chronic disease, you're not alone. According to the CDC, 6 in 10 adults in the U.S. have a chronic disease, while 4 in 10 live

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Ross Snyer | Apr 27, 2021

5 Investment Considerations for Small Business Owners

If you're a small business owner, many of the best practices employed by individual investors are also available to you (of course!), but you also have some

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Ross Snyer | Apr 27, 2021

What Should Single Parents Know About College Planning?

Single parents are faced with the pressure of supporting an entire household on their own—which can often make paying for college seem like an insurmountable

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Ross Snyer | Apr 27, 2021

What Should Grandparents Know About 529 Savings Accounts?

Grandparents can often find themselves in a better financial position to save for their grandchildren's education than their own children are. The parents of

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Ross Snyer | Mar 24, 2021

How to Increase Your Financial Literacy

Unlike verbal literacy, financial literacy isn't often taught in schools—which means that many people may enter adulthood without having all the tools they need

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Ross Snyer | Mar 24, 2021

The 3 Components of Social Security

Many have heard Social Security retirement benefits referred to as part of the "three-legged stool" of retirement: Social Security, a pension or defined benefit

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Ross Snyer | Mar 24, 2021

Retirement Planning: To Roth or Not to Roth?

When saving for retirement, it often makes sense to contribute to employer-sponsored retirement plans to take advantage of any available employer match

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Orange County, CA
Phone: (949) 333-0318
Fax: (949) 266-0353

Seattle, WA
1200 Westlake Ave N, Suite 1000
Seattle, WA 98109 
Phone: (206) 582-0500
Fax: (949) 266-0353

 

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info.oneoakwm@lpl.com

     

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Ross Snyer is a registered representative of and offers securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC. One Oak Wealth Management is not registered as a broker-dealer or investment advisor.

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