Winter 2023
What’s happening at Three Oaks
We are thrilled to announce Liz Krantz has joined the Three Oaks Advisory team! Liz is our newest Client Service Associate in Walnut Creek, CA, and brings a decade of financial services experience, with a penchant for problem-solving.
A native of the Bay Area, Liz is a huge Warriors and Chargers fan. Outside of work, Liz can be found at the beach or the Monterey Bay Aquarium with her husband, Josh, and two boys, Hunter and Colton.
Please welcome us in joining Liz!
(925) 319-4608
lkrantz@threeoaksag.com
Industry Updates
2022 Annual Market Review:
2022 was a rough year for most asset classes, including bonds, which saw their worst year on record. Commodities shined bright, value stocks fared better than growth, and developed international stocks and bonds outperformed their US counterparts.
Secure Act 2.0 passed, and there’s a lot to process. Required Minimum Distributions for folks born in 1960 and later now start at 75, more accommodative distribution features were added to 529 plans, and catch-up contributions were increased for those aged 60-63 starting in 2025
Mark Your Calendars
Important dates you should know:
- April 18th – Tax Filing Deadline
Need Something to “Geek Out On”?
Here is what your Three Oaks team is reading:
Winter
Shawn is reading – Rocket Fuel by Gino Wickman & Mark C. Winters
Jim is reading – Lincoln Highway by Amor Towles