We had a fantastic time during our Thirsty Thursday- Virtual Miami Cocktail Class last week! Everyone got into the spirits!
Meet the Team Monday featuring Financial Advisor, Edwin Yowell.
Edwin has been part of OakHeart Financial Group for 8 1/2 years. He received his BS in Public Administration from George Mason University. Outside of work he enjoys cooking on his smoker, coaching his son's baseball team, watching his daughter play softball and basketball and visiting local breweries. Fun fact about Edwin: "My wife and I live in a 100+ year old farm house that we completely renovated/restored in Gordonsville."
We're so grateful that Client Relationship Manager, Helen Bilodeau-Kielbasa, joined our practice 3 years ago today. What a difference she makes in the lives of our clients and her positive attitude is contagious!
Please join us for a special market update conference call exclusively for clients and friends of OakHeart Financial Group by Ameriprise Financial Chief Market Strategist, David Joy next Friday, October 2, 2020 at 12:00.
Topic: 2020 Election and Market Impacts.
Click here for details.
AMERIPRISEADVISORS.COM
Ameriprise Advisor
Identity theft. Phony contact tracing. Learn how to avoid these and other COVID-19 fraud attempts and what to do if you’re a victim.
NEXTAVENUE.ORG
Real or Fake? How to Spot COVID-19 Scams
Curious about how elections influence market behavior? The U.S. Election Guide from #AmeripriseResearch explores historical market responses during election cycles, uncertainty and market volatility, and the role that the makeup of Congress plays.
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In a new Ameriprise videocast, experts share insights on drivers of the economy and capital markets, including COVID-19 developments, corporate profit trends, monetary policy actions and federal policy proposal.
AMERIPRISE.COM
Videocast: Election impacts for investors
Whether you’re saving for a new home for a growing family or just for retirement, you may need to change up your savings strategy in the era of low rates.
MARKETWATCH.COM
The Fed plans to keep interest rates low for years — here’s how you should approach your savings strategy now
Together, we can track your progress and update your strategies as circumstances change. Let's work to keep you moving toward your goals, in any market conditions.
Last week, U.S. stocks reached their highest gains in months. What will the start of third-quarter earnings season bring? Ameriprise Chief Market Strategist David Joy shares his insights.
NEWSROOM.AMERIPRISE.COM
Investors Focus on Third Quarter Earnings Season | Ameriprise Newsroom
Learn more about economic, tax and stock themes leading up to the election and the potential implications for investors.
Thank you to everyone who joined us for our virtual cooking class last week. The empanadas we learned to make came out beautiful and delicious. Here are some of pictures of the process and the final products.
Without a final outcome, the election implications for investors remain unclear. Ameriprise Chief Market Strategist David Joy shares his perspective for this uncertain period.
NEWSROOM.AMERIPRISE.COM
The Country and Investors Await Election Results | Ameriprise Newsroom
Congratulations to Private Wealth Advisor, Kristen Hardy, for completing the Virtual New York City Marathon last weekend.
Wondering what to do with a 401(k) from a former employer? Together, we can assess your options and determine the best plan of action for you and your goals.
CNBC.COM
If you left or lost your job, here is what you can do with your 401(k)
Organizing all your financial accounts and documents will make it easier, when needed, for you, and your loved ones, to manage your finances.
AMERIPRISE.COM
Retirement checklist: Tips to help you organize and manage your finances
How was your Halloween? Joe and Tess had a fun-filled day!
While Betsy Hancock has been a crucial part of our team for well-over two decades, she officially joined the practice three years ago as an Administrative Assistant! We're so grateful for her consistent support and help wherever needed. Thanks, Betsy for everything you do for us!
How will the latest stimulus package and pace of vaccine distribution impact the markets? Ameriprise Chief Market Strategist David Joy shares his insights.
NEWSROOM.AMERIPRISE.COM
2021 Economic Growth Depends on the Pace of Vaccine Distribution | Ameriprise Newsroom
Joe Feola, CFP® has been with OakHeart Financial Group 15 years now. He started as an intern and is now a private wealth advisor, co-owner and CFO of the practice. Joe has been instrumental in the growth and development of the business. We are truly grateful for his dedication and commitment to the team and our clients.
What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond.
Meet the Team Monday: Today we feature Roman LeFebure, Investment Specialist. Roman has been with OakHeart Financial Group for 4 "very enjoyable" months. He graduated from University of Virginia with a B.S. in Commerce. In his free time he enjoys walking in nature, learning new things, cooking and watching movies. A fun fact about Roman: He has been to a World Series game every time the San Francisco Giants have played in it since he was born.
Based on stabilizing market and economic conditions and favorable monetary and fiscal policies, combined with broadly available vaccines, #AmeripriseResearch believes the opportunity for outsized growth next year is real.
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Happy New Year! So long, 2020.
Our office will be closing at 12:30 on Thursday, Dec. 31st and closed on Friday, Jan. 1st.
Even the most successful professionals benefit from professional financial advice. Let’s talk.
Many of our team members love being outdoors and hiking, playing sports or running. How are you going to spend your time outside this weekend?
Financial wellness programs are the #1 benefit employees want in 2021. We can help your employees better understand their financial situation to plan for the future. #financialwellness
On Feb. 24 OakHeart Financial Group is hosting a virtual event on the psychology of investing: why we can be our own worst enemy.
RSVP below to join us!
AMERIPRISEADVISORS.COM
Financial seminars and events - OakHeart Financial Group | Ameriprise Financial
U.S. stocks roared to a record high as COVID-19 infections slow and investor anxiety drops. Chief Market Strategist David Joy discusses key drivers.
NEWSROOM.AMERIPRISE.COM
U.S. Equities Bounce Higher on Rising Prospect of Stimulus | Ameriprise Newsroom
While kids can learn many beneficial financial lessons from their parents, they can also absorb negative ones. Consider these common family money mistakes and how to avoid them.
HUFFPOST.COM
12 Money Mistakes You're Teaching Your Kids
