Erik Klinger - Oak Gate Wealth Advisors

Don't put all your eggs in one basket.

Asset Allocation Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

My view on optimism..

https://boldjourney.com/meet-erik-klinger/

"Almost any decision is better than no decision at all."
- Brian Tracy

Click here to read more:
https://www.oakgatewealthadvisors.com/resource-center/investment/a-decision-not-made-is-still-a-decision

What To Do When Your Income Reaches 7 Figures..

Read here:

What To Do When Your Income Reaches 7 Figures Preserve your high net worth with these foundational tips.

Our Mission:
“Delivering knowledge, confidence, and transparency as a valued resource for our clients and our community.”

https://www.oakgatewealthadvisors.com

Sunday Funday to beat the June Gloom😍🏝️

January is National Financial Wellness Month – a time to prioritize your finances and set yourself up for success for the remainder of the year. Let’s schedule a meeting to review your goals and discuss if you’re on track.
https://www.oakgatewealthadvisors.com

Build the life you’ve always dreamed of.

How much of your lifestyle would have to change if sickness or injury prevented you or a loved one from earning an income? There are solutions that can help protect your lifestyle. Let’s talk about it.

Family ❤️

Planning can turn future dreams into realities. Let’s talk about what’s most important to you and how setting and tracking your financial goals can help you achieve them. Reach out today, 424-343-5126.

If you’ve been helped or hurt by higher interest rates, you may wonder where they are going next.

Where are interest rates headed? Higher rates have altered the investing and borrowing landscape. Find out if there’s a change on the horizon.

With markets performing better than expected in 2023, it’s not uncommon for investors to experience some FOMO. While timing the market is impossible, if you have cash on the sidelines, let’s connect. I can provide personalized recommendations to help you meet your financial goals. Reach out, 424-343-5126.

Did I miss it? A look at 3 key investment opportunities Will the performance of bonds, stocks and international equities continue?

The small cap value space is relatively insensitive to interest rates and has historically outperformed during periods of high inflation. Contact me to learn more about other unique characteristics of the asset class.

Speculating about the next major market move can be enticing but should not substitute sound planning. Together, we can review your portfolio and adjust as needed. Let's plan for the future, instead of the future planning for you.

Ongoing volatility can feel unsettling – even for the most experienced investors. But after a bear market hits a bottom, stocks have a strong history of bouncing back in the subsequent months and years. We can help you maintain a diversified portfolio to navigate the market ups and downs. https://bit.ly/423bRRk

Enjoy your life! Be present and be with the people who bring you joy!

If you’re looking for a thorough explanation and analysis of the recent collapse of Silicon Valley Bank, read this article from Ameriprise experts.

Breaking down the recent bank failures What the recent developments mean for investors, markets, and the U.S. banking system.

Sometimes, you have to take the good with bad. And when bad years happen, it's our response that determines how well-positioned we are to take advantage of the rebound. Reach out to learn strategies that can help maintain perspective during times of volatility.

You may be aware of some popular tax-advantaged retirement accounts, like 401(k)s and IRAs. But let's talk about ways you can help control taxes on other kinds of investments.

Happy Valentine’s Day! How are you celebrating with your special someone? Do you have a favorite Valentine’s Day sweet treat?

Ongoing volatility can feel unsettling – even for the most experienced investors. But after a bear market hits a bottom, stocks have a strong history of bouncing back in the subsequent months and years. We can help you maintain a diversified portfolio to navigate the market ups and downs.

Even if you haven’t had a major life event recently, it’s worth reviewing your policy each year to know exactly what’s covered.

Would you rather double a penny every day for 31 days or receive $5 million? Don’t underestimate the power of compounding.

Throughout history, there have been challenges and tribulations that every generation has faced. While significant, the market has typically risen after past downturns.

Some might say that more money is lost due to fear and greed than all the financial, economic and geopolitical events combined. It’s not the events themselves but our response to the events that can cause the greatest harm.

Are the tides turning in favor of fixed income? Consider reading this article on the end of TINA, which stands for “There Is No Alternative” to stocks. Then, reach out to me so we can evaluate your options.

Fixed income is back: Goodbye TINA, hello TARA Why a rallying cry championed by investors for 14 years is no longer.

Concerned about the impact of bear markets on your long-term financial goals? This chart may help put your mind at ease.

Stock market performance after bear markets “Chart Spotlight” highlights interesting data visualizations that speak to timely developments in the markets and economy.