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 ’21 Recap: Value outperformed, bonds struggled, and real estate bounced back a bit. View Data

Mark Your Calendars

Join us for a Medicare Seminar with special guest Douglas Gilreath with Humana insurance to learn more about the health insurance choices that best suit your needs and budget during retirement.

  • When: Thursday, April 22, 2021 at 5:30 p.m. CT
  • Register in advance for this meeting. After registering, you will receive a confirmation email containing information about joining the meeting.

Need Something to “Geek Out On”?

Here is what your financial planners are reading: