July 23, 2021

Emerging Managers: Setting the Stage for Success

Private equity investing requires a substantial commitment of resources in the form of personnel and organizational infrastructure. We believe it takes all the complexity of stock […]
July 23, 2021

Carl S. Jackson

June 1, 2021

Inflation Concerns?…Follow the Trends

Inflation concerns are grabbing a lot of headlines recently as consumers emerge from COVID-19 lockdowns flush with cash. The Federal Reserve maintains that any rise in […]
March 5, 2021

Fear of Rising Yields…Again

The relationship between changes in interest rates and asset prices has been evident in 2021 as rising bond yields have spilled over to equity volatility. The path […]
January 12, 2021

Ryan T. Shidler

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 […]
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