Summer 2022


Three Oaks Summer Playlist

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 1%, check out one of our favorites (Marcus by Goldman Sachs, Barclays, Ally, Capital One 360).
  • How long will the bear market last?  Are we in a recession, and if so, how long will it last?  We don’t have all the answers, but here is some historic data for perspective.

If you’re concerned and need guidance or are feeling optimistic and want to buy into the stock market dip, we’re here to help.


Mark Your Calendars

Important dates you should know:

  • August 18th, 3 p.m. – 4 p.m., Virtual Town Hall with Bryce GillEconomist with First Trust Advisors – Market and Economic Update: Volatility Has Arrived. Register Today!
  • August 31st – Expiration date for the student loan payment pause/0% interest on direct student loans.
  • October 17th – Extension deadline for 2021 tax filings

Test Your Knowledge

The first 3 people to email rdeleon@threeoaksag.com with the correct answer to the following question will win a gift card to your choice of Chipotle, Panera Bread, or Pei Wei:

How many National Parks are there in the United States?