Winter 2022
What’s Happening At Three Oaks
We are excited to announce the addition of Jim Crocker to our Three Oaks team! Jim has been helping individuals, families, and small businesses make smart decisions about investing, insurance, retirement, and major life transitions since 2006.
New Year, New Planning Opportunities
- Turning 50? You are now eligible for catch-up contributions in 401(k) plans, IRAs, and more.
- Turning 70 and ½? You are now eligible for Qualified Charitable Distributions from your IRAs.
- Regardless of your age, 2022 comes with increased contribution limits for 401(k) and other qualified plans.
College Planning and Application Process
We tapped a pro, Yvonne Ovalle, for some insight into how families and their students should view the nuanced process of approaching college applications and college resume building. There are a number of helpful tips in her College Planning Process 101.
What will the markets do in 2022?
Uncertainty goes hand-in-hand with the markets, especially for short investment horizons.
What will be the best performing asset class:
US Stock
International Stock
Cash
Real Estate
Commodities
Crypto-Currency
Other
Guide to the Markets – Time, Diversification, and the Volatility of Returns
Mark Your Calendars
Important dates you should know:
- February 24th, 6:00 p.m. CST– Three Oaks Town Hall: Estate Planning Updates – Panel Discussion with 3 Attorneys. Register today!
- April 18th – Tax Filing Deadline (pushed back from the 15th in observance of Emancipation Day)
Need Something to “Geek Out On”?
Here is what your Three Oaks team is reading:
- Raquel is reading – The Crusades of Cesar Chavez by Miriam Pawel.
- Shawn is reading – Behavioral Investment Counseling by Nick Murray.