Oakstreet Financial

Good News Ahead

Investing

We have news that may benefit you and your family and help you get more value from your...

Why BRI Now?

Personal,Investing

My journey to Biblically Responsible Investing (BRI) started during the summer of 2019. Another...

Getting Personal

Personal

The best part of my day is talking with my clients and hearing their unique stories. Frankly, I...

What Documents Do I Need To Keep On File?

Checklists,Healthcare,Estate Planning,Taxation

Clients are often confused as to what documents to keep surrounding key areas of their lives. ...

What is an SMA?

Investing

Pros and Cons to a Seperately Managed Account A Separately Managed Account (SMA) is a privately...

What is an ETF?

Investing

Exchange Traded Funds ETF's are growing in popularity and many of our client portfolios contain...

If I Retire Early, Should I Buy Health Insurance Through The Health Insurance Marketplace?

Healthcare

The health insurance decision for early retirees can be very complicated. It can be one of the...

Investing involves substantial risk. Past performance is not a guarantee of future results, and a loss of original capital may occur. Fees charged for investment advisory services vary in accordance with the nature and scope of the services provided.
 
Investment Advisory Services are offered through Inspire Advisors, LLC, a Registered Investment Adviser with the SEC. Oakstreet Financial and Inspire Advisors, LLC are affiliated entities. Inspire Advisors, LLC, and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.
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They will be called oaks of righteousness, the planting of Yahweh, that He may show forth His beautiful glory. - Isaiah 61:3b
 
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Good News Ahead

Why BRI Now?

Getting Personal

What Documents Do I Need To Keep On File?

What is an SMA?

What is an ETF?

If I Retire Early, Should I Buy Health Insurance Through The Health Insurance Marketplace?