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Financial Markets Snapshot July 2025

Financial Markets Snapshot July 2025

July 2025 Financial Markets Snapshot

Doug Oosterhart, CFP®

3 days ago4 min read

Cover photo for 10 Smart Questions About Financial Planning in Retirement

Cover photo for 10 Smart Questions About Financial Planning in Retirement

10 Smart Questions About Financial Planning in Retirement

Doug Oosterhart, CFP®

Jul 83 min read

Thumbnail about TikTok trends and financial advice

Thumbnail about TikTok trends and financial advice

Blanket Advice, Big Mistakes: The Risks of Following TikTok Finance Trends

Josh McCarthy

Mar 312 min read

Investing Through Market Volatility: Staying Grounded When Headlines Get Loud

Investing Through Market Volatility: Staying Grounded When Headlines Get Loud

Investing Through Market Volatility: Staying Grounded When Headlines Get Loud

Doug Oosterhart, CFP®

Mar 254 min read

Direct Indexing: A Smart Strategy for Managing Large Unrealized Gains

Direct Indexing: A Smart Strategy for Managing Large Unrealized Gains

Direct Indexing: A Smart Strategy for Managing Large Unrealized Gains

Josh McCarthy

Mar 243 min read

"This Time Is Different" - Handling Market Uncertainty

"This Time Is Different" - Handling Market Uncertainty

"This Time Is Different" - Handling Market Uncertainty

Doug Oosterhart, CFP®

Feb 265 min read

Case Study: How Our Firm Helped Jane, a Retiree, Get Positioned to Save Over $1 Million in Taxes

Case Study: How Our Firm Helped Jane, a Retiree, Get Positioned to Save Over $1 Million in Taxes

Case Study: How Our Firm Helped Jane, a Retiree, Get Positioned to Save Over $1 Million in Taxes

Doug Oosterhart, CFP®

Jan 215 min read

Protect Your Financial Future with Strong Password Security

Protect Your Financial Future with Strong Password Security

Protect Your Financial Future with Strong Password Security

Doug Oosterhart, CFP®

Dec 30, 20244 min read

What is Tax Planning? Here Are the Top 4 Ways We Help Clients Manage Taxes

What is Tax Planning? Here Are the Top 4 Ways We Help Clients Manage Taxes

What is Tax Planning? Here Are the Top 4 Ways We Help Clients Manage Taxes

Doug Oosterhart, CFP®

Nov 26, 20244 min read

60+ Ways LifePoint Planning Helped Clients in 2024 (Outside of Just Investment Portfolios)

60+ Ways LifePoint Planning Helped Clients in 2024 (Outside of Just Investment Portfolios)

60+ Ways LifePoint Planning Helped Clients in 2024 (Outside of Just Investment Portfolios)

Doug Oosterhart, CFP®

Oct 21, 20244 min read

Mastering Your Retirement: The Key Differences Between Complicated and Complex Problems

Mastering Your Retirement: The Key Differences Between Complicated and Complex Problems

Mastering Your Retirement: The Key Differences Between Complicated and Complex Problems

Doug Oosterhart, CFP®

Sep 24, 20244 min read

Step Up in Basis: Taxes at Death for Non-Retirement Accounts

Step Up in Basis: Taxes at Death for Non-Retirement Accounts

Step Up in Basis: Taxes at Death for Non-Retirement Accounts

Doug Oosterhart, CFP®

Jan 4, 20245 min read

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