ECONOMIC UPDATE: Here's a valuable and insightful report for you that we issue every two weeks. It reviews current national economic conditions, and how these ever-changing conditions may impact your investments. A concise two-minute must read!
Please consider subscribing to (Follow) our education-packed Facebook Page. Consider yourself cordially invited!
https://s3.amazonaws.com/static.contentres.com/media/documents/765e6d1f-ff50-49d7-869e-13f9e976cc04.pdf
Every year since 1947, the U.S. President pens an economics textbook.
OTFSLLC.COM
Required Reading: The Economic Report of the President
An excellent one-hour complimentary seminar, Thursday, September 24th 2020 .. with both a morning and an evening session. Check it out and join us! Welcome! Register at our "Events" tab on our Website home page: OTFSllc.com
The most appropriate allocation of assets will be different for each investor.
OTFSLLC.COM
Asset Allocation
THU, SEP 24
Eve Webinar: How to Invest in Unpredictable Times Sem/Webinar
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity
OTFSLLC.COM
Social Security: By the Numbers
REMINDER: Tuesday the 13th -- TOMORROW . . . don't miss this brief but important presentation. Choose from one of two 45-minute opportunities, at either 10am or 6:30pm. Register easily at this link: http://bit.ly/OTFSregister. We're sharing critical consumer-level economic performance information and insights for the just-ended 3rd Quarter, with an eye to your investments, and potential impact of the elections. Attend either online by computer (video and audio) or by phone for those who prefer (audio only). Again, easy to register at: http://bit.ly/OTFSregister.
When considering a record keeping system for your business, you need to ask yourself some very important questions
OTFSLLC.COM
Keeping Good Records is Good Business
TUE, OCT 13 AT 6:30 PM CDT
IMPORTANT PRE-ELECTION SEMINAR: The U.S. Economy's Results in the 3rd Quarter -- AND your PORTFOLIO!
TUE, OCT 13 AT 10:00 AM CDT
IMPORTANT PRE-ELECTION SEMINAR: The U.S. Economy's Results in the 3rd Quarter -- AND your PORTFOLIO!
Terrible or wonderful; Could a variable annuity be right for you? #annuity #retirement
OTFSLLC.COM
Is a Variable Annuity Right for Me?
SPECIAL WEBINAR! Not to be missed! Plan on this coming Tuesday, October 13th, at either 10am or 6:30pm. Register today while seeing our our NEW educational Website: OTFSllc.com/events .. Join the Webinar either online by computer (video and audio) or by phone (audio only). This is a compact and efficient review (just 45-mins with Q&A) of critical economic performance in the US, for the just-ended 3rd Quarter, with a view to investments, history and potential election impact. Register today! See you Tuesday!
Even low inflation rates can pose a threat to investment
returns. #inflation #investment
OTFSLLC.COM
Inflation and Your Portfolio
HOW WE'RE DIFFERENT
Whether you have $50K or $5-million, we will help you maximize your individual strategy, stay focused, stay disciplined and help you realize your lifetime goals.
We do NOT disregard the smaller, hard-working investor! At Oak Tree Financial Services in Brookfield, we utilize a unique money management model and methodology.
We will help you maneuver through what can be the complex financial-services world, better understand it, and be confident in your ongoing plans and results.
Visit our Website: OTFSllc.com Give us a call, either 262-649-9202 or 800-757-6837. Welcome!
Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.
OTFSLLC.COM
Financial Aid for Students 101
Working in Retirement: New trend or same old story?
OTFSLLC.COM
Where Will Your Retirement Money Come From?
ECONOMIC UPDATE: Here's a valuable and insightful report for you that we issue every two weeks. A concise two-minute must read!
https://s3.amazonaws.com/static.contentres.com/media/documents/34f5e092-2a79-47d4-b87b-f12cf7a40ba7.pdf
Please Like and Follow our Facebook Page and Website (OTFSllc.com) both are regularly updated and are packed with relevant, timely personal finance education articles, links and videos. Welcome!
Do you know how long it may take for your investments to double in value?
OTFSLLC.COM
The Rule of 72
Protect yourself from identity theft. #IdentityTheft
OTFSLLC.COM
To Catch a Thief
Periodic withdrawals in retirement may not be such a good idea.
OTFSLLC.COM
Systematic Withdrawals in Retirement
Three steps may make a difference if you find yourself suddenly single.
OTFSLLC.COM
Suddenly Single: 3 Steps to Take Now
Is your retirement portfolio subject to “sequence of returns” danger?
OTFSLLC.COM
Retirement Income and the Traditional Portfolio
Just entering retirement? Here's what you need to know.
OTFSLLC.COM
9 Facts About Retirement
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
OTFSLLC.COM
Monthly Market Insights | February 2021
Generate income and rebuild principal. A powerful one-two punch.
OTFSLLC.COM
Split Annuity Strategy
Even low inflation rates can impact your retirement outlook over time.
OTFSLLC.COM
Inflation - Back to the Future
Here are eight mistakes to avoid when #saving #retirement.
OTFSLLC.COM
Eight Mistakes That Can Upend Your Retirement
INVEST AN HOUR IN YOURSELF AND YOUR MONEY --
Pour yourself a cup of coffee, and enjoy this informative one-hour video, helpful to savers and investors.
It covers critical information on how the U.S. Economy is performing as we start the new year. This is a recording of our recent Webinar.
If you would like to be on the notification/invite list for our educational offerings, simply email: Info@OTFSllc.com
Welcome!
YOUTUBE.COM
OTFS SEMINAR 02 01 2021 4th QUARTER 2020
