All About Bots

By Info OakHarvest | August 27, 2018 | 0 Comments

All About Bots   Even if you aren’t familiar with bots, you’ve likely come into contact with many of these forms of artificial intelligence, or AI. Bots are applications that perform automated tasks such as setting alarms, relaying weather forecasts or conducting online search for travel deals. Many smart phones come equipped with personal-service bots,…

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A ‘Rising Tide’ Lifts Women

By Info OakHarvest | August 27, 2018 | 0 Comments

A ‘Rising Tide’ Lifts Women   There’s an old saying: A rising tide lifts all boats. Applied to the economy, this means that general improvements could benefit all participants within the economy. The same appears to be true for women.1   As the U.S. economy continues to grow, there is an influx of money available…

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Legacy Issues

By Info OakHarvest | August 27, 2018 | 0 Comments

Legacy Issues Sixty-three percent of surveyed affluent adult children between the ages of 18 and 22 say they’ll need to rely on their inheritance for financial security during retirement. Before the inevitable groan about the entitlement of youth, bear in mind that today’s young adults do have different financial challenges than in past generations. 1  …

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New Medical Research

By Info OakHarvest | August 27, 2018 | 0 Comments

New Medical Research   Chemotherapy may be highly effective in treating cancer, but its side effects also can be a nightmare for patients. Medical researchers have long tried to determine how to successfully cure cancer without chemotherapy, and a recent study yielded some very positive results.1   In the largest-ever study on breast cancer treatment,…

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Financial Strategies in 2018

By Info OakHarvest | March 28, 2018 | 0 Comments

Financial Strategies in 2018 One philosophy of investing, as opined by Warren Buffett, is to be “fearful when others are greedy and greedy when others are fearful.”1 The nation’s eight-year bull market, however, has tested that philosophy. Most market analysts would agree that it was more important to be in the market and taking advantage of…

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Digital Tools for Tax Season

By Info OakHarvest | March 28, 2018 | 0 Comments

Digital Tools for Tax Season Tax season is upon us. According to the IRS, about 90 percent of taxpayers now file their taxes electronically. The agency touts the service as more accurate, convenient and secure than paper claims, and people usually receive their tax refunds faster. The IRS offers free tax filing assistance to filers…

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Mitigating Risk Goes Beyond Asset Allocations

By Info OakHarvest | March 28, 2018 | 0 Comments

Mitigating Risk Goes Beyond Asset Allocations What do Harvey Weinstein, “America First” policies and asset allocation have in common? Quite a bit, it turns out, when it comes to evaluating the various risk factors that can affect an investment or portfolio. Anyone who’s ever taken a hot minute to observe the market or talk shop…

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Get Creative When Pre-Planning Funerals

By Info OakHarvest | March 28, 2018 | 0 Comments

Get Creative When Pre-Planning Funerals Think about how much time we put into planning things like college, a wedding, moving to a new home, having a baby and retirement. Now think about how much time we put into planning for our death. For many people, it’s no time at all. Perhaps you’ve got your estate…

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A Look at the Potential Effects of Tax Reform

By Info OakHarvest | March 28, 2018 | 0 Comments

A Look at the Potential Effects of Tax Reform The tax overhaul legislation that was passed in December has been billed as a means to streamline tax filings at both the individual and corporate level.1 We certainly could use it. According to the IRS, Americans spend a total of 6.6 billion hours a year filling out…

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Traveling on a Fixed Income

By Info OakHarvest | March 28, 2018 | 0 Comments

Traveling on a Fixed Income Oh, the places you’ll go! Renowned author Dr. Seuss wrote a children’s book in 1990 that has become a popular graduation gift for young adults. Part of its message:1 “You’re off to Great Places! Today is your day! Your mountain is waiting. So … get on your way!” Perhaps for…

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