We had a team meeting yesterday where we actually saw each other in person and shared a meal together and had lots of laughs!
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
Our Charlottesville office will be closed this afternoon after 12:30 EST for a team retreat. We will also be closed on Monday for the Indigenous Peoples' Day/Columbus Day holiday. Please call our Client Easy Access line should you need immediate assistance: 800-862-7919. We hope you have a wonderful weekend!
Working toward your long-term financial goals starts with making the next right move.
Meet the Team Monday featuring intern, Will Elvgren:
Will has been an intern for OakHeart Financial Group for nearly 2 years. Currently, he is earning his BS in Business Administration with a focus in Finance from Christopher Newport University. In his free time, Will enjoys mountain biking, hiking in Shenandoah National Park, running, and trying new restaurants. Fun fact about Will: “I’ve had two study abroad opportunities where I lived with French families and was immersed in their culture and language.”
The S&P 500 index fell for the fourth straight week despite improvements in the tech sector. Ameriprise Chief Market Strategist David Joy shares an update on factors that have contributed to increased volatility.
NEWSROOM.AMERIPRISE.COM
Volatility Increases as Investors Grapple with Mixed Data | Ameriprise Newsroom
Meet the Team Monday features: Financial Advisor, Michael Rodriguez.
Michael has been with OFG for 2 years now and is our one full-time person at our Palm Springs, CA office. He received his degree in Economics Administrative Studies with a focus in Finance from University of California Riverside.
In his free time he enjoys running, reading, playing guitar, walking his dog and visiting breweries.
Fun fact about Michael: He met Barry Manilow in the hallway at the office!
What’s the stock market outlook for the rest of Q4, and how can you navigate? Global Market Strategist Anthony Saglimbene sums up near-term conditions and three considerations, including asset allocations, regional weighting and favorable sectors.
The time to stress about the markets is never. We can help you navigate today’s changing markets to reach tomorrow’s goals.
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
We have another new face at OakHeart Financial Group! Welcome, Bryan Hancock, Operations Specialist. We're excited to have you on our team!
We would like to welcome our newest interns to OakHeart Financial Group. Kaydy Vu and Sherry Virden are both students at the University of Virginia. #uva
Meet the Team Monday featuring Betsy Hancock, Administrative Assistant.
"I have been involved with OakHeart Financial Group from the start almost 28 years ago with being married to Michael, but have officially been working for 3 years now coordinating all travel for the team. My previous 23 year career was in Neonatal Intensive Care Nursing. I received my Bachelor of Science degree in Nursing from Salisbury University. I love to run, hike, travel, visit vineyards, read, and mostly enjoy spending time with my family. A fun fact is that I was an Ocean lifeguard for 3 years in college. "
Communication within families goes a long way helping prevent financial concerns. For your will or estate, sharing your plan – even at a high level – with your family can prevent future conflict.
CNBC.COM
What to tell your adult kids when planning your estate
Our friends in the Washington, D.C. area, perhaps you'd like to donate locally? Until November 29th we're matching funds up to $1250 to Food & Friends. Click here if you're interested:
FANDF.CONVIO.NET
Fundraise for Food & Friends - Food & Friends
Did you know that $1 donated to the Blue Ridge Area Food Bank can feed up to 8 people? Until November 29th we are matching up to $1,250. Click on the link below if you'd like to join us in helping those in need in our community.
https://www.brafb.org/oakheart/
BRAFB.ORG
OakHeart Financial Group Holiday Fund Raiser
Investors are looking past the presidential election and toward a future with a safe and effective COVID-19 vaccine, according to Ameriprise Chief Market Strategist David Joy.
NEWSROOM.AMERIPRISE.COM
Markets Overcome Two Significant Hurdles | Ameriprise Newsroom
Are you watching the game for the football or the commercials?
If you're watching the game, let us know who you think will win.
If you're watching the commercials, be sure to tell us your favorite!
Happy work anniversary, Edwin! We are thankful to have you on our team!
Do you like filing your income taxes early? You’ll have to wait a little longer this year. The IRS just announced it won't start accepting 2020 tax returns until February 12, 2021. That's 16 days later than last year, so plan accordingly.
KIPLINGER.COM
When Can You File Your Taxes This Year? | Kiplinger
Happy birthday, Will! We all hope you have a great day!
Recent market activity reflects new dynamics. Chief Market Strategist David Joy sums up prices, Q4 earnings and a potential stimulus package.
NEWSROOM.AMERIPRISE.COM
The Market Moving Power of Social Media and Commission Free Trading | Ameriprise Newsroom
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
