November 4, 2020

Election 2020…We Wait

Americans woke this morning with little clarity from Election Day. Once Florida was recognized as a battleground state win for President Trump, it became obvious the […]
October 9, 2020

Oxford Ranked #5 by Financial Planning Magazine

We are pleased to announce that Oxford has ranked #5 in Financial Planning magazine’s RIA Leaders 2020: Top 15 Firms ranking by AUM. Despite the challenges […]
September 9, 2020

Market Concentration in the Fall of COVID

by Jason Vaurio, Senior Investment Research Analyst At the height of the COVID-19 market meltdown it would have seemed farfetched to say that the S&P 500 […]
July 16, 2020

Planning for the Shifting Sands of Taxes

By SCOTT M. SIMMONS, J.D., LL.M., Senior Wealth Strategist & Family Office Fellow and By DAVID M. LEWIS, CFA, CAIA, Managing Director & Oxford Investment Fellow Last week, Joe […]
June 10, 2020

The Financial Landscape – June 2020

Global Macro Environment Green Shoots Appearing in the Global Economy The global economy has received encouraging news of late that could signal a bounce back. First […]
May 11, 2020

The Financial Landscape – May 2020

Global Macro Environment Global Economies in Free Fall Economic lockdowns across the world and a plunge in consumer confidence is taking a major toll on the […]
May 6, 2020

Where Does It Stop?

We are now six weeks and over 30 million new unemployment claims into the US fallout from the coronavirus pandemic. Despite significant drops in new applications […]
April 13, 2020

The Financial Landscape – April 2020

Global Macro Environment Global Economy in the Midst of a Recession A global recession is underway as COVID-19 cases increase around the world. Fear has set […]
April 8, 2020

The D Word

You thought I was going to say “Depression”, didn’t you? While we do see that specific “D” word being thrown around with increasing abandon, our focus […]
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