BentOak Capital

You ask ?? We answer ?? Marley Wood answers, "What are strategies for year-end giving?" Learn more at https://lnkd.in/gatyUp2G! #bentoakcapital #clientquestions #questionsanswered #estateplanning #will #beneficiaries #investmentplanning #retirementplanning #wealthmanagment #boc #retirementquestions #taxplanning #insuranceplanning #riskmanagement #cashflow #debtmanagment #financialadvisors #wealthadvisor #txfinancialplanning #texas #txwealthadvisors #fiduciary

Our November 2024 Market Update is out! In this update, we review the recent election results and their potential impact on financial markets. President Trump’s re-election brought a Republican Senate majority, and the House appears on track for a narrow GOP win. This outcome clears a major source of uncertainty, which historically benefits stocks—particularly as we enter a seasonally strong period. Looking ahead, key policies like potential tax extensions and "America First" tariffs could shape both domestic and international markets, with possible opportunities in energy, healthcare, and finance. Watch now at https://lnkd.in/eBPYZDfv #bentoakcapital #marketupdate #tariffs #wealthmanagement #financialwellness #financialmarkets #stocks #investing #retirement

Gifting appreciated stock is a tax-efficient way to support causes you care about while enjoying significant tax benefits. This strategy can be especially beneficial in high-income years, though it may be less impactful in years with lower income. Learn more in our most recent blog at https://lnkd.in/erWE3B_9! #appreciatedstock #taxplanning #nonprofit #community #giving #irs #bentoakcapital #taxbenefits

You ask ?? We answer ?? Madison J. Wallace, CFP? answers, "What is the Corporate Transparency Act?" Learn more at https://lnkd.in/gJRN-vDx! #bentoakcapital #clientquestions #questionsanswered #corporatetransparencyact #estateplanning #will #beneficiaries #investmentplanning #retirementplanning #wealthmanagment #boc #retirementquestions #taxplanning #insuranceplanning #riskmanagement #cashflow #debtmanagment #financialadvisors #wealthadvisor #txfinancialplanning #texas #txwealthadvisors #fiduciary

For families with agricultural roots, preserving wealth means much more than finances—it’s about legacy, tradition, and values. BentOak Capital is available to help address these complexities with a personal approach. We work with you to ensure your family’s wealth and values are in good hands for generations. Let’s explore how we can help secure your legacy for the long term. Learn more about our approach at https://lnkd.in/e7gyf_Sj. #multigenerationalwealth #agriculturallegacy #bentoakcapital #financialplanning #estateplanning

As stewards of the wealth entrusted to us, it is essential to recognize that the love of money can manifest in various forms. This post explores four examples of how the love of money can take hold, often under the guise of responsible financial behavior. Understanding these can help us better align our financial practices with our faith and finances. https://lnkd.in/egn9XpVX #finances #faith #loveofmoney #bentoakcapital #financialsecurity #stewards

You ask ?? We answer ?? Tanner Castle, CFP? answers, "Is the dollar at risk?" Learn more at https://lnkd.in/gatyUp2G! #bentoakcapital #clientquestions #questionsanswered #estateplanning #will #beneficiaries #investmentplanning #retirementplanning #wealthmanagment #boc #retirementquestions #taxplanning #insuranceplanning #riskmanagement #cashflow #debtmanagment #financialadvisors #wealthadvisor #txfinancialplanning #texas #txwealthadvisors #fiduciary

?? Team Spotlight: Jason McGarraugh ?? Meet Jason McGarraugh, CFP?, one of our dedicated Wealth Advisors who brings over 20 years of expertise to BentOak Capital. Jason joined our team to provide a more comprehensive Client Care model, benefiting from collaboration with a team of skilled CFP? professionals. ?????? Family Ties: Jason has been happily married to his wife, Liz, since 2009, and together they have two daughters, Morgan and Milena. Their journey began in Houston, with a beautiful wedding in Sedona. ?? Local Favorites: You might spot Jason enjoying food in Katy Asia Town, especially Phat Eatery. It's a spot that reminds him of his time in Singapore. ?? Recent Reads: "Empire of the Summer Moon", "Empty Planet", "Grit", and "The Laws of Human Nature" are some of the latest books on Jason's reading list. ?? Fun Fact: Jason starts every morning with a three to five-minute plunge into a 45-degree tub! He also has dreams of learning Spanish and playing the guitar. With his passion for financial planning since age 14, Jason truly lives his dream job every day. We’re thrilled to have his experience and commitment on our team! ?? Learn more about Jason and the rest of our team at https://lnkd.in/g6cqXzax! #teamspotlight #wealthadvisor #clientcare #familyfirst #passionateplanner #bentoakcapital #financialplanning

As the presidential election on November 5th approaches, for many, understanding how the election impacts financial plans is key to making informed decisions about long-term strategy. Given the significant political divisions in recent years, emotions surrounding this election are understandably heightened. In this context, it is essential for investors to remain focused on their long-term financial strategies and not allow political developments to disrupt their plans. Our Chief Investment Officer, Michael Cochran, provides some insight on how the upcoming election impacts financial plans if at all. Learn more at https://lnkd.in/e8BRxZtw. #election #trumpvsharris #investment #financialplans #themarket #investors #political #bentoakcapital #strategies

You ask ?? We answer ?? AJ Bunn, CFP? answers, "Should I elect for survivorship features on my pension?" Learn more at https://lnkd.in/gHZ_F69d! #bentoakcapital #clientquestions #questionsanswered #estateplanning #will #beneficiaries #investmentplanning #retirementplanning #wealthmanagment #boc #retirementquestions #taxplanning #insuranceplanning #survivorshipoptions #riskmanagement #cashflow #debtmanagment #financialadvisors #wealthadvisor #txfinancialplanning #texas #txwealthadvisors #fiduciary #pension