Fall 2021
Fall 2021 What’s Happening At Three Oaks David just finished a half-marathon. Challenge him to a race near you in 2022! Race Results: Finish – 1:43:19 Pace – 7:53 Texas Office new address reminder: 3400 N. Central Expy, Suite 110-201 Richardson, TX 75080. View Map Change Is Brewing An Act of Congress…Increased taxes, hearing aids for Medicare participants, and potential restrictions on Roth conversions. $400k, $425k, $450k in taxable earnings are key thresholds. If we’re making “backdoor Roth” contributions or considering…
Summer 2021
Summer 2021 What’s Happening At Three Oaks Philip and his crew were back at it with his 4th iteration of the Texas Water Safari – “The World’s Toughest Canoe Race.” After 70 hours and 43 minutes, Phil and his crew completed the 264.65 mile course! New address for our Texas Office: 3400 N. Central Expy, Suite 110-201 Richardson, TX 75080. View Map Who is Apeiron and what is an RIA? Q2’21 In Review Inflation – Transitory or here to stay? Energy price increases are an outlier, and we see core CPI returning to historic averages. Capital…
Spring 2021
Spring 2021 What’s Happening At Three Oaks It’s Spring and our Three Oaks team is out planting seeds in the community: David and his son, Olin, at the Meher School’s Community Garden in Northern California. Adam + Raquel at Bonton Farms in Dallas, TX. Learn more about Bonton Farms. Q1’21 In Review Inflation – A historical perspective and some insight on hedging against it. Read More The American Rescue Plan was signed into law on 3/11/2021. Here is an overview of the ways it is intended to help individuals and businesses. Q1…
Fall 2020
Fall 2020 FAFSA Will Be Released Oct. 1st The Free Application for Federal Student Aid (FAFSA ®) for the 2021-2022 school year will be released October 1st. Early applicants tend to obtain more funding than those who wait. Apply here. CARES Act The Coronavirus Aid, Relief, and Economic Security Act allows for the suspension of RMDs, exemption from the 10% penalty for early withdrawals from IRAs and qualified plans, and more lenient treatment of distributions for tax purposes. Read more about eligibility and qualifications. Year-End…