Fall 2023
FALL 2023 What’s happening at Three Oaks New Team Member: We’re thrilled to introduce our newest team member, Ryan Shea, who has joined our team as a Paraplanner. Please join us in extending a warm and enthusiastic welcome to Ryan! David & Jim—California State Park Volunteers: David & Jim are official State Park Volunteers for the state of California. Their commitment to conservation and enriching the outdoor experience for all of us is outstanding. Congratulations to them both! Q4 Industry Updates Mortgage Rates are high – does…
Summer 2023
Summer 2023 What’s happening at Three Oaks From sandy shores to snow-capped mountains, our adventures took us far and wide. We couldn’t resist capturing our treasured moments on camera to share with each and every one of you. Schwab Transition The transition from TD Ameritrade to Schwab is finally here (well…almost). So, what does that mean for you, and what actions do you need to take? Industry Updates Here’s a look back at the surprisingly strong first half of 2023. As we look ahead to the sunsetting of the TCJA, tax…
Sprint 2023
Sprint 2023 What’s happening at Three Oaks We clean up well! With a name like Three Oaks, we had to roll up our sleeves and do a little dirty work in honor of Earth Day with our Friends at Common Desk. Let us know what you did! Industry Updates The tax deadline has come and gone. Want to start planning for 2023 taxes? Grab your 2022 tax return and a current pay stub, and email Michael Berry to schedule some time. The Clean Vehicle Credit just got an overhaul – which makes and models allow for the $7,500 tax credit, please visit: Tax Credit Check…
Winter 2023
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…
Winter 2024
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… We’ve updated our timeline! 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…
Winter 2022
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. Read more about Jim Crocker 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…
Fall 2022
Fall 2022 What’s happening at Three Oaks The Three Oaks team is proud to announce the addition of Michael Berry II as our newest team member and our first Financial Paraplanner. Michael brings to our team a background in operations and finance and earned his B.A. with a concentration in Finance from Master’s University in Santa Clarita, CA. Learn more about Michael Berry II Industry Updates 2022 Tax Planning – the standard mileage rate increased, the credit on Solar PV systems installed increased (from 26% to 30%), and it’s the last year for 100%…
Summer 2022
Summer 2022 Three Oaks Summer Playlist “Easy” – Lionel Richie/The Commodores (Phillip) “Summer Time Rolls” – Jane’s Addiction (Shawn) “Right on Time” – Brandi Carlile (David) “Brighter Days” – Blessing Offor (Adam) “Baby Beluga” – Raffi (Jim) “Running Up That Hill”—Kate Bush (Raquel) View Full Summer Playlist Industry Updates Markets are down, interest rates are rising. What to do… Take advantage of higher interest rates with an online savings account. If your savings account is paying less than…
Spring 2022
Spring 2022 What’s Happening At Three Oaks We don’t always have all our team together in one place, but when we do, there’s fun, service…and maybe a little productivity. Our goal for 2022 is to hire two new team members: one dedicated client service associate for our California office and one paraplanner for our Dallas office. The results from our Q1 poll on the best performing asset class of 2022 are in! U.S. Stock = 50% Real Estate = 33.3% Crypto-Currency = 16.7% Industry Updates The SECURE Act was passed in 2019 and increased the age for…
Winter 2021
Winter 2021 What’s Happening At Three Oaks We are proud of Shawn for earning her Financial Paraplanner Qualified Professional (FPQP) designation. The coursework and ongoing CE are extensive and Shawn is already taking a lead to gather, review, and analyze your financial information. New 2021 Key Figures The standard deduction for 2021 will increase by $300 for married couples filing joint returns and $150 for single taxpayers. Social Security benefits received a 1.3% adjustment (down from 2020’s 1.6% increase). Retirement Planning – contribution…