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The Business Owner's Guide To Wealth

We believe good financial guidance should revolve around optimization: doing the very best you can with what you have.

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Business Owner’s Guide To Wealth

Financial planning insights, guides, and articles

The Small Business Guide to Cash Management
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Four Easy Ways for Business Owners to Save Money on Taxes
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The 5 Step Retirement Income Plan
The 5 Step Retirement Income Plan
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How to Choose the Best Retirement Plan for Your Business
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Best Practices for Surviving Market Volatility
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The 7 Step Checklist for Preparing Your Business for Sale
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Latest Podcasts

2025 In Review: Gold, Tech, and the Weak Dollar l Ep 265

2025 In Review: Gold, Tech, and the Weak Dollar l Ep 265

In this episode of Grow Money Business we review what happened in the markets in 2025, focusing on gold, U.S.... Read more

NVDA Earnings & AI Bubbles l Ep 264

NVDA Earnings & AI Bubbles l Ep 264

In this episode of Grow Money Business we take stock of the potential AI bubble, the recent Nvidia (NVDA) earnings... Read more

The Government Shutdown, Gold, and AI Spending l Ep 263

The Government Shutdown, Gold, and AI Spending l Ep 263

In this episode of Grow Money Business we review the government shutdown and what’s holding up an agreement, how that... Read more

Are We in a Stock Market Bubble? Should I Buy Gold or Bitcoin? l Ep 262

Are We in a Stock Market Bubble? Should I Buy Gold or Bitcoin? l Ep 262

In this episode of Grow Money Business we cover the current state of the market and whether we’re in a... Read more

Fed Independence and Active Management in Bonds l Ep 261

Fed Independence and Active Management in Bonds l Ep 261

In this episode of Grow Money Business we dive into the independence of the federal reserve, including the recent allegations... Read more

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Latest Blog Posts

Everything You Need to Know About Trump Accounts

Everything You Need to Know About Trump Accounts

“Trump Accounts” have been in the news recently – the ones opened for newborns that are funded by the government... Read more

December Market Commentary – Waiting for the Data

December Market Commentary – Waiting for the Data

November Recap and December Outlook The shutdown is over, but it’s taking time to get the data flowing again. September... Read more

Tax Smart Charitable Giving : A Year End Guide for 2025

Tax Smart Charitable Giving : A Year End Guide for 2025

Tax Smart Charitable Giving : A Year End Guide for 2025 Most people think of charitable giving as a simple... Read more

Government Shutdown, Labor Slowdown, but the Economy is Holding

Government Shutdown, Labor Slowdown, but the Economy is Holding

October Recap and November Outlook The fourth quarter has seen the longest government shut down on record, and an election... Read more

November and December: The Perfect Months for Roth Conversions

November and December: The Perfect Months for Roth Conversions

As we head into the last couple months of the year, many of us start thinking about holiday plans, family... Read more

October Market Commentary – Is the Market Tuning Out Noise or Ignoring a Warning Siren?

October Market Commentary – Is the Market Tuning Out Noise or Ignoring a Warning Siren?

September Recap and October Outlook After a pause in interest rate cuts since the last cut at the December 2024... Read more

Avoiding the Big Retirement Risks

Avoiding the Big Retirement Risks

Retirement is just as much a leap of faith as any other significant life change. No matter how much you... Read more

The “One Big Beautiful Bill” Act

The “One Big Beautiful Bill” Act

The signature Republican megalegislation has a very appropriate nomenclature, as it combines taxing and spending across a broad range of... Read more

Lower Rates, Higher Inflation?

Lower Rates, Higher Inflation?

August Recap and September Outlook An extremely low jobs report for August, released in the first week of September, focused... Read more

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Three Oaks Capital Management, LLC DBA Three Oaks Wealth is a Registered Investment Adviser in the states of Oregon and California. The information on this website is intended only for United States residents, and is for informational use only. It is not intended to be personalized. Prior to any advisory work conducted outside these states, Three Oaks Wealth would become registered in that jurisdiction or qualify for an exemption or exclusion to registration.

*Tax preparation, accounting and bookkeeping services offered through Three Oaks Tax, Inc., an affiliate company.

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