BlackOak Resources
“How can I pursue my passion without jeopardizing my financial security?” Even if you love your job, you probably have something else that you’d rather do. Maybe you always wanted to learn to play the piano. Maybe you have an idea for a small business. Maybe you’re curious about a branch of science or technology that’s adjacent to what you
“How can I plan for the experiences of a lifetime?” Do you long for a secluded beach? The opportunity to learn a new skill? A chance for multiple generations of family to gather? A night out at an expensive restaurant? Experiences make our lives richer. In fact one academic paper1 found that people who spend money on experiences—like travel and restaurants—are
“Should I fix up my current home or buy a new one?” What you need in a house can change as your family grows or as your own personal tastes and needs evolve. You need more space for bedrooms for your children. Or you’ve been working remotely more and want to create a more comfortable office space. Or you just
“Should I start investing now or wait till stock prices go down?” [or] “What is the cost of waiting to invest?” It’s often a good idea to consider investing as soon as you can. While the stock market goes up and down from day to day, your financial professional can show you how to potentially reduce the risk of buying
“My family is growing. What do I need to do financially to get ready?” Having children will change your life in so many ways, but the part you may not anticipate is how expensive a growing family can be. A professional can help you get your finances in order as you prepare to welcome new members of your family by
When times are uncertain, it can be reassuring to have a solid, well-thought-out investment strategy designed to serve you well for the long haul, no matter what’s happening in the world or the markets. One of your first steps in developing such a strategy may be to consider a wide variety of investments. This technique is called diversification. You may
Every time something new happens in the world — whether it’s economic, political, or even health-related these days — it seems like the market reacts. Large swings, especially, may cause you to react emotionally, making changes to your portfolio that may not be in your best interest. For example, a big downturn may make you feel like you need to
Working from home has revolutionized many people’s daily routines. And although you might think opportunities for networking and making new connections are limited by the new normal, there are still plenty of ways to pursue them. Taking advantage of the digital networks and collaboration tools available, you can build connections with your peers that are just as important and valuable
As the pandemic continues, it’s not surprising that consumers are more anxious about achieving their retirement goals than they were pre-COVID, with nearly two-thirds saying they feel at least some concern over how they’ll maintain their lifestyle in retirement.* If you’re looking forward to retiring at some point, one thing you can do to help alleviate that anxiety is put
When it comes to estate planning, many people picture middle-aged couples drafting a will in an attorney’s. However, if you are single – whether you were never married, widowed, or divorced – with no children or adult children, estate planning may be the last thing on your mind.
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PPG-139724 (1/21) (Exp. 1/25)
