Blog
How do ETFs and mutual funds differ, and which is right for your portfolio? Discover the differences in expense ratios, taxes, management, and trading.
5/29/2026
Events and Webinars
In this webinar, Bruce Helmer discusses the importance of filling up your tax buckets, strategies for tax diversification, and why now is the time to start thinking about tax optimization.
2/25/2026
PDF
This financial wellness quarterly newsletter contains a market and economic snapshot, along with informational articles on a variety of financial planning and financial wellness topics.
9/30/2025
Blog
Explore how vacation homes are reshaping U.S. real estate. Discover top second-home hotspots, economic impacts, and why 2025 could be the year to buy.
7/30/2025
PDF
The Oswald Team: 2026 Personal Finance Facts
4/7/2025
PDF
The 2024 presidential election resulted in a decisive victory for former and now incoming President Trump, an outcome anticipated to significantly influence fiscal policy and, in turn, the municipal bond market, particularly regarding trade and tax policy implications.
3/14/2025
Blog
We are reposting this video in honor of Women’s History Month and International Women’s Day!
3/6/2025
PDF
With Labor Day behind us, we’re in the final stretch of the 2024 presidential election race
11/27/2024
Blog
Not all tax preparers are created equal. Learn what your tax pro might not tell you—from outsourcing and credentials to missed savings opportunities—and how to protect your return.
2/18/2020