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 Gains Tax – Proposed changes could increase the maximum rate to 43.4% from today’s 23.8%. See how this compares to historic rates, and we’ll continue to monitor actual changes to the tax code.
- Lumber – Prices are up 288% from April 2020 to May 28 2021. What does this mean for your home insurance policy? We asked a pro…
Mark Your Calendars
Important dates you should know:
- July 23rd – Summer Olympics Tokyo begin.
- September 15th – 3rd quarter estimated tax payments due.
- September 16th – Medicare 101 Seminar
Register in advance for this meeting
(After registering, you will receive a confirmation email containing information about how to join.)
Need Something to “Geek Out On”?
Here is what your Three Oaks team is reading:
- Here is what your financial planners are reading: