Posts by Clint Gharib

Clint Gharib’s 8 Tips for Talking Finances with Your Adult Children

Clients of Oxford Financial: integrous investing have asked for helpful tips they can share with their adult children on managing finances, estate planning, and particularly, what they need to know as beneficiaries. I know these conversations can be difficult to initiate, both for parents and children. Here are 8 Tips for Talking Finances with Your…

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Oxford Financial: Tips For Keeping Your Financial Paperwork in Order

Beyond the New Year’s Resolution: Keeping Your Financial Paperwork in Order, by Clint Gharib New Year’s resolutions can be great motivators, but any time of year is good to get your financial paperwork in order. Managing your important documents—whether electronic or on old-fashioned paper—can make your financial life easier. If this is the year you…

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2019 Smart Money Tips by Clint Gharib

2019 Smart Money Tips by Clint Gharib After a dramatic end to 2018, the economic outlook for 2019 is for continued volatility. Staying on track with a long-term investing strategy is key to continuing to work towards achieving your long-term goals. Another key is keeping the lines of communication open. Talking about money can be…

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Oxford Financial Closing 2018 Market Update!

Thankfully the US stock markets were only open for a half-day of trading Dec 24th. Investors and traders alike were stuck in a frenzied sell driving the S&P 500 down to 2346. Had the bell not rung the frenzy would have driven the market even lower. Christmas day’s market closure seems to have given everyone a…

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November Financial Markets: Best Two Week Gain Since February!

November is a strange month. It starts off with earlier sunsets and gloomy days but builds up to Thanksgiving, the holiday season kick-off. Many people I talk to tell me they have mixed feelings about November. But, I think November can be the best month of the year, money-wise. It’s a great time to look back…

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Oxford Financial Market Update – Fire Drill or the Real Thing?

UPDATE: November 2018 Following up on my last Market Update with all the market headlines and bombastic coverage of the sell-off, the S&P 500 currently is trading around 2650 which is almost the same level as when I wrote the Market Update October 30th.  Remember emotions to investing are like what drinking is to driving:…

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Oxford Market Update: US-China Trade War & The Corsican Brothers

In Oxford Financial’s Market Update (“Aaachoo” – April 6, 2018) I wrote, “Damn the tariffs, Earnings ahead… The risk to me is earnings disappointment. I think the fear of an all-out trade war is overblown; much like the concern about a possible Euro government default was in 2011. ”  Earnings for the quarter that ended March…

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