Insights

Below are links to our most recent financial planning & wealth management articles, videos, and editions of our bi-weekly newsletter, Views From The Top.

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Year-End Financial Planning Checklist

The Essential Year-End Financial Planning Checklist

As the year comes to a close, it’s not uncommon for a lot of people to start focusing on the holidays and getting ready to wrap things up for the year. As part of that process though, it’s crucial to engage in proactive year-end financial planning to ensure your finances are aligned with your goals and to try to minimize your tax liabilities.

The HSA Tax Saving Strategy for High Income Earners

The HSA Tax Saving Strategy for High Income Earners

Health Savings Accounts (HSA’s) have become increasingly popular in recent years as a way for high earners to save on taxes today, plan for inevitable healthcare expenses and potentially invest for the future.

Certificate of Deposit (CD) Article

Should You Buy a CD Right Now? Certificates of Deposit in Your Financial Plan

In today’s dynamic financial landscape, many investors are asking themselves, “Should I buy a CD right now?” With interest rates fluctuating and economic uncertainties looming, Certificate of Deposits (CDs) have garnered renewed attention.

Physician's Guide to 401(a), 401(k), 403(b), & 457(b) retirement plans

Physician’s Guide: Comparing 401(a), 401(k), 403(b), & 457(b) Retirement Plans

Having access to any combination of a 401(a), 401(k), 403(b), or 457(b) offers unique benefits & challenges in deciding how to utilize the plans that are available to you as a physician.

Stock Market Correction

What to do When Stock Markets are Tumbling 📉

With recent volatility in the stock market, it’s not uncommon to feel uneasy about your investments. So what should you do?

Tax Mistakes to Avoid in Retirement

3 Tax Mistakes to Avoid in Retirement

Preparing for retirement? Here are the 3 biggest tax mistakes we see for those who are approaching or entering retirement.

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Oread Wealth Partners, LLC (“Oread Wealth Partners”) is a registered investment adviser offering advisory services in the State of Kansas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Oread Wealth Partners in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Oread Wealth Partners, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
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