Videos

Leadership and insightful videos from Oxford Financial Group, Ltd.

Research and Market Insights

Planes, Trains and Automobiles

In this videocast, David Lewis, Managing Director and Oxford Investment Fellow, highlights some of the higher frequency data Oxford is reviewing as we think about the path forward from the COVID-19 induced recession.

US Equities: Sizing Up 2020 Returns

In this videocast, Jared Nishida, Managing Director and Oxford Investment Fellow, will unpack the composition of the S&P 500, discuss the drivers of the 2020 index return and offer historical context on size and style valuations in the US market.

Second Quarter Market Review

In this videocast, Cam Johnson, Managing Director and Oxford Investment Fellow, takes us through a review of the strong rebound markets experienced in the second quarter.

Unemployment Data and Federal Reserve Guidance

In this videocast David Lewis, Managing Director and Oxford Investment Fellow, discusses current unemployment data and recently released guidance from the Fed on the future path of interest rates.

What Are Markets Discounting?

Many seem to be questioning current market prices following the unprecedented sell-off in March, and the equally impressive rally back from the recent lows. In this videocast , Dan Ford, Managing Director and Oxford Investment Fellow, helps us tune out the noise and consult the data in an attempt to infer what type of recovery scenario the market is currently pricing in.

COVID-19: Economic Developments and Observations

It’s hard to believe it’s been more than 11 weeks since King County, Washington, officials first introduced the concept of cancelling large group events and encouraging those with compromised health conditions and the elderly population to stay home. Fast-forward to today, and the country is slowly emerging from quarantine with states taking measured steps to open up business. Suffice it to say, the experience for Main Street has diverged significantly from Wall Street at this point.

Watch the videocast for observations from Jared Nishida, Managing Director and Oxford Investment Fellow.

New Bull Market or Bear Head Fake?

Bob Schaefer, Director of Investment Research and Oxford Investment Fellow, provides his perspective on the question that we are hearing most frequently from our clients; “Why is this market rebounding so strongly even as the economy collapses, oil prices go negative and COVID-19 deaths continue to mount?”

April Market Update & Green Shoots in Asia

David Lewis, Managing Director and Oxford Investment Fellow, discusses the market returns during April and some of the economic data we’re seeing in Asia, as those economies are further along in their efforts to mitigate the impact of the disease and restart their economies.

Deficits, Debt and Other Worries Pushed to the Wayside

David Lewis, Managing Director and Oxford Investment Fellow, discusses the market returns during April and some of the economic data we’re seeing in Asia, as many Asian countries are further along in their efforts to mitigate the impact of the disease and restart their economies.

The Investment Environment of the 1930s Versus Today

David Lewis, Managing Director and Oxford Investment Fellow, continues Oxford’s videocast series Exploring the Impact of COVID-19. In this videocast, David examines the investment environment of the 1930s versus today.

Exploring the Impact of COVID-19 - Part 1: Q1 Market Review & Fed Policy Response

View our three part Special Edition Videocast hosted by some of the members of Oxford’s veteran in-house Investment Research team, the Oxford Investment Fellows. Listen in as David Lewis provides a Q1 market review and analysis of the Fed policy response, Jared Nishida dives into the details of the COVID-19 fiscal stimulus and Bob Schaefer examines private equity in times of crisis.

Exploring the Impact of COVID-19 - Part 2: COVID-19 Update: Fiscal Stimulus

View our three part Special Edition Videocast hosted by some of the members of Oxford’s veteran in-house Investment Research team, the Oxford Investment Fellows. Listen in as David Lewis provides a Q1 market review and analysis of the Fed policy response, Jared Nishida dives into the details of the COVID-19 fiscal stimulus and Bob Schaefer examines private equity in times of crisis.

Exploring the Impact of COVID-19 - Part 3: Private Equity in Times of Crisis

View our three part Special Edition Videocast hosted by some of the members of Oxford’s veteran in-house Investment Research team, the Oxford Investment Fellows. Listen in as David Lewis provides a Q1 market review and analysis of the Fed policy response, Jared Nishida dives into the details of the COVID-19 fiscal stimulus and Bob Schaefer examines private equity in times of crisis.

Oxford Leadership

Jeffrey H. Thomasson
Jason R. Brinks
Laura J. Clark
C. Richard Davis
Brian W. Dykstra
Richard V. Hall
Nicholas S. Klein
Sue A. McMillen
Karen H. Mersereau
Peter N. Reist
Michael A. Rosen
Robert L. Schaefer
Lorelei M. Tolson
Robert M. Twitchell
Tim E. Wittenbrook
Stephanie Allsopp Van Vlerah

About Oxford

What Makes Us Oxford

A well-developed sense of our philosophy, extremely personalized service, longevity and permanence and our clients working directly with partners of the firm are some of the characteristics that make us Oxford.

The Oxford Advantage

Jeffrey Thomasson, Chief Executive Officer and Managing Director, talks about the Oxford Advantage and how being completely fee only eliminates conflicts of interest.

Office Video Tour

Like everything at Oxford, our offices are designed around you—a warm, welcoming interior that reflects traditional values and unwavering client support. Our offices are more than a workspace, it’s where we help individuals and institutions achieve their goals and aspirations. We invite you to take a virtual tour of our Indianapolis office to see what makes Oxford one of the Midwest’s leading investment partners.



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Past performance is not indicative of future results. The opinions expressed are those of Oxford Financial Group’s Investment Team. The opinions referenced are as of the date of the publication and are subject to change due to changes in the market or economic conditions may not necessarily come to pass. Forward looking statements cannot be guaranteed. This not a recommendation to buy or sell a particular security, nor is it financial advice or an offer to sell any product. The Chartered Financial Analyst (CFA) charter is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals. To earn the CFA charter, candidates must: 1) pass three sequential, six-hour examinations; 2) have at least four years of qualified professional investment experience; 3) join CFA Institute as members; and 4) commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct. The CFA Program curriculum is updated every year by experts from around the world to ensure that candidates learn the most relevant and practical new tools, ideas, and investment and wealth management skills to reflect the dynamic and complex nature of the profession. CERTIFIED FINANCIAL PLANNER™ (CFP®) certification is obtained by completing an advanced college-level course of study addressing the financial planning subject areas that the CFP board’s studies have determined as necessary for the competent and professional delivery of financial planning services, a comprehensive certification exam (administered in 10 hours over a 2 day period) and agreeing to be bound by the CFP board’s standard of professional conduct. As a prerequisite the IAR must have a bachelor’s degree from a regionally accredited United States college or university (or foreign university equivalent) and have at least 3 years of full-time financial planning experience (or equivalent measured at 2,000 hours per year). This designation requires 30 hours of continuing education every 2 years and renewing an agreement to be bound by the standards of professional conduct. OFG-20-03




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