Winter 2024
What’s happening at Three Oaks
20 Years Anniversary
Our “elder statesman” Philip reaches 20 years in the business this February. How the time flies…
Industry Updates
- 2024 January Market Update
- Social Security retirement benefits get a 3.2% Cost of Living increase and standard monthly Medicare Part B premiums rise $9.80 to $174.70 for 2024.
- Alternative Asset Classes: Cocoa was hot…and so were data centers.
Mark Your Calendars
Important dates you should know:
- April 18th – Tax Filing Deadline
Need Something to “Geek Out On”?
- 2024 Key Figures: This is one of our favorite planning tools. Thanks, Calamos!
- David is reading “Beyond Infinity: An Expedition to the Outer Limits of Mathematics”
- Jim is reading “Prediction Machines: The Simple Economics of Artificial Intelligence”