Wednesday, September 16, 2020
Do you get nervous or anxious when you first meet someone? If you said yes, you’re in the majority. We get it! First meetings can be awkward, formal, and reserved, but that is simply not the case with Richard Robbins. Richard...
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Wednesday, August 19, 2020
Growing up in France in a family of doctors, engineers, and accountants, Lou was always pushed to raise the bar and help those around him. After high school, he moved to the United States for college and it was during those formidable...
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Wednesday, July 22, 2020
"How do you know so much?" It’s a question Dan Michel gets from every Advisor and client he’s ever worked with. Dan’s answer? He’ll humbly try to change the subject and focus on you. Ask one of his colleagues...
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Wednesday, July 1, 2020
Undeniably, spring 2020 has tried the patience of investors. What has happened so far this year: An 11-year bull market ended. Key economic indicators went haywire. Household confidence was shaken. The S&P’s 500, the benchmark...
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Tuesday, June 23, 2020
The Internal Revenue Service knows that many taxpayers have had a stressful spring. So, it has reset the 2019 federal tax deadline. You now have until July 15 to file your 1040 form. July 15 is also the deadline to pay any federal...
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Friday, June 5, 2020
Oakwell Private Wealth Management is proud to announce the hiring of Anthony J. Taylor as Associate Wealth Advisor. Taylor will be responsible for assisting Senior Wealth Advisors in meetings, preparing financial reports, and...
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Tuesday, June 2, 2020
Our Austin office has a new address! We are proud to announce that we have officially moved into our new Austin address. 3200 Steck Avenue Suite 200 Austin, TX 78757 LOCATION This central Austin address is conveniently located just one...
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They say when one door closes another opens. In our case, that new door opens to our new location! As you know, Oakwell has two locations—the main office in Austin and an additional location in New Braunfels. For the past five...
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