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Oklahoma Financial Planning
Articles, guides, and analysis from Perissos Private Wealth on oklahoma financial planning — a hub for everything we've published on this topic.
Why Delaying Social Security Isn't Always the Best Decision
Delaying Social Security: Conventional wisdom says to wait until age 70 to claim Social Security, but for many households, claiming at full retirement age or earlier can lead to better lifetime outcomes depending on h...
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War, Oil, and the Path Forward
Assessing the Iran Conflict’s impact on markets, inflation, and portfolios — one month after U.S. and Israeli military action against Iran.
Planning for Long-Term Care
Effective financial planning is about saving, investing — and managing risk. The saving and investing part is usually focused on growing assets.
Stock Options: An Owners Manual
Understanding how stock options work is essential for long-term wealth management. Learn the differences between NQSOs and ISOs, the impact of vesting, and how tax rules like AMT affect your financial planning.
Changing Jobs: What Happens to Your 401(k)?
There’s a lot involved in moving to a new company, and normal for some to put some of the more tedious housekeeping items on the back burner.
10 Market Themes for Q3 2024
10 Market Themes for Q3 2024 from Perissos Private Wealth. Analysis of economic trends, asset class performance, and portfolio positioning ideas.