'Order from Chaos' Blog
Jeff's podcast appearance on "SL Advisors Talks..."
Submitted by OFC Wealth Management on February 14th, 2022Jeff was the special guest on the podcast "SL Advisors Talk..." to discuss the state of equity markets.
Jeff's Appearance on "Deep Dive": After the Run and Managing Risk
Submitted by OFC Wealth Management on February 3rd, 2022Jeff appeared with Steve Wieting, Chief Investment Strategist at Citi Private Bank, and Ben Laidler, Global Markets Strategist at eToro, to discuss the state of equity markets after a historic bull run and strategies for managing risks going forward. "Deep Dive" is hosted by Jonathan Rosenzweig, the former Director of Equity Research at Citi. Check out the l
The Greatest Love of All: Teach Your Adult Children the Benefits of a 401(k)
Submitted by OFC Wealth Management on March 25th, 2021If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new employer. In some cases, that employer will also offer matching contribution funds up to a certain percentage.
The Two-Handed Economist: Where do we go from here?
Submitted by OFC Wealth Management on March 29th, 2020There is a famous quote from Harry Truman that goes like this:
Give me a one-handed economist. All my economists say, 'On one hand...', and then 'But on the other...'
So let's play two-handed economist and lay out some of the key plusses and minuses of the market landscape. We have just had a historic month with:
Habits of a Savvy Saving Family
Submitted by OFC Wealth Management on December 9th, 2019When people warn you that having kids is expensive, it’s no joke. From diapers to food, braces to sports activities the costs add up quick. For a middle-income family in the U.S. raising a child up until age 18, costs an estimated average of $245,340 (or $304,480, adjusted for projected inflation), according to the 2013 “Cost of Raising a Child” report from the U.S.
Social Security Facts for 2019
Submitted by OFC Wealth Management on December 9th, 2019As of December 2018, more than 43.7 million retired Americans collected Social Security, with more than 8 million disabled workers collecting benefits as well. But Social Security is much more than retirement income. Along with providing a small income to millions of seniors, Social Security also provides life insurance as well as survivor benefits.
Keeping your Personal Finances in Shape
Submitted by OFC Wealth Management on December 9th, 2019While it’s highly recommended that we use a financial advisor when we start to grow our investment portfolio, there are a lot of things you can do before you ever speak to a financial advisor to grow and maintain your investment portfolio. Investing, like everything else in life, has no guarantees, and even the hottest stock or the best tip may not always perform the way we would like.
Start Saving for Retirement Today
Submitted by OFC Wealth Management on March 6th, 2019It's March already?!? Time certainly goes by fast. One day you’re interviewing for your first job and the next thing you know you’re a few short years from applying for Social Security.
Nothing Grows Faster Than the Average Forever or It Would Become Bigger than the World
Submitted by OFC Wealth Management on May 3rd, 2018The Date: Spring, 1985
The Place: Computer Lab (remember those?), Stanford University Graduate School of Business