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Blog

Oakwell Private Wealth Management | Aug 27, 2025

Economy Slows, Stocks Soar - A Market Paradox Explained

Finance
Investments
What if we told you the economy is slowing… yet investors are cheering? Sounds backward, right? But it is happening in plain sight.
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Oakwell Private Wealth Management | Aug 20, 2025

Is it Always Better to Purchase a Home?

Real Estate
Property
While homeownership is a goal for many, there are a few things to consider before looking to buy.
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Oakwell Private Wealth Management | Aug 13, 2025

Why Your Brain Sabotages Your Investment Plan (No Matter What the Market Does)

Investments
Finance
Savings
Risk Management

The Dow crosses 45,000. Your brain whispers: "This has to be the top."

The market drops 15%. Your brain screams: "Get out before it gets worse!"

Different

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Oakwell Private Wealth Management | Aug 6, 2025

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
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Oakwell Private Wealth Management | Jul 30, 2025

Retirement Plan FAQs

Retirement
Investments
Not sure where to start with retirement plans? Here are some common questions.
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Oakwell Private Wealth Management | Jul 23, 2025

What the New Tax Bill Could Mean for You: 7 Big Changes You Should Know About

Tax Planning
Finance
It’s called the “One Big Beautiful Bill Act,” and it could represent a big overhaul to household finances.
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Oakwell Private Wealth Management | Jul 16, 2025

Why Patience Beats Perfection: The Long-Term Investor's Guide to Market Timing

Finance
Investments

Over the course of your investing life, you’ll encounter market lows and highs. Headlines often spotlight the extremes, especially when markets reach record

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Oakwell Private Wealth Management | Jul 9, 2025

Informed Donating

Lifestyle
Family
If you’re planning on making some end-of-year charitable donations, there are a few questions to ask yourself first.
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Oakwell Private Wealth Management | Jul 2, 2025

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
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Oakwell Private Wealth Management | Jun 25, 2025

Markets Are Reacting. Should You?

Investments
If your portfolio is built around your goals and properly diversified, it's designed for moments like this.
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Oakwell Private Wealth Management | Jun 18, 2025

Lower interest rates. Now what?

Investments
Why did the Federal Reserve cut rates? Learn more here.
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Oakwell Private Wealth Management | Jun 11, 2025

Elections & market reactions

Investments
What do presidential elections mean for your portfolio?
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Austin Office

3200 Steck Avenue, 
Suite 200, 
Austin, TX  78757

New Braunfels Office

1619 East Common Street, 
Suite 1101, 
New Braunfels, TX  78130

Cedar Park Office

6300 183A Toll Road, 
Suite 260, 
Leander, TX 78641

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Oakwell Private Wealth Management is a Registered Investment Advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor, tax professional or attorney before implementing any strategy or recommendation discussed herein.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

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