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December 2025 Financial Markets Snapshot

December 2025 Financial Markets Snapshot

2025 Year in Review + December Recap: Resilience, Rotation, and a Strong Finish

Doug Oosterhart, CFP®

Dec 31, 20253 min read

Nov 2025 Markets Update

Nov 2025 Markets Update

November 2025 Market Recap: Rotation, Reality Checks, and a Crypto Chill

Doug Oosterhart, CFP®

Dec 1, 20253 min read

Table showing different risks that good financial planners plan for

Table showing different risks that good financial planners plan for

"Risk" Is Not One-Dimensional: Rethinking How We Invest for a Lifetime

Doug Oosterhart, CFP®

Nov 26, 20254 min read

Oct 2025 Markets Update

Oct 2025 Markets Update

October 2025: Volatility and Resilience in Financial Markets

Doug Oosterhart, CFP®

Oct 31, 20256 min read

Lessons from My Grandfather: Foundational Integrity in Business and Life

Lessons from My Grandfather: Foundational Integrity in Business and Life

Lessons from My Grandfather: Foundational Integrity in Business and Life

Doug Oosterhart, CFP®

Oct 31, 20253 min read

Sept 2025 Markets Update

Sept 2025 Markets Update

September 2025: Navigating Rate Cuts and Political Turbulence in Financial Markets

Doug Oosterhart, CFP®

Sep 30, 20254 min read

Aug 2025 Financial Markets Snapshot

Aug 2025 Financial Markets Snapshot

August 2025: A Pivotal Month for Financial Markets

Doug Oosterhart, CFP®

Sep 2, 20256 min read

Financial Markets Snapshot July 2025

Financial Markets Snapshot July 2025

July 2025 Financial Markets Snapshot

Doug Oosterhart, CFP®

Jul 29, 20254 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 8, 20253 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 25, 20254 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 26, 20255 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 21, 20255 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

When the Market Is Up but Feels Like It’s Down

When the Market Is Up but Feels Like It’s Down

When the Market Is Up but Feels Like It’s Down

Doug Oosterhart, CFP®

Nov 1, 20233 min read

PODCAST Interview: Retire with Style

PODCAST Interview: Retire with Style

PODCAST Interview: Retire with Style

Doug Oosterhart, CFP®

Aug 1, 20230 min read

Recognize Your Unique Style Before Hiring an Advisor

Recognize Your Unique Style Before Hiring an Advisor

Recognize Your Unique Style Before Hiring an Advisor

Doug Oosterhart, CFP®

Jun 8, 20232 min read

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