About Our Firm
A Team Approach to Wealth Planning
At Oak & Stone Capital Advisors, our goal is to provide a greater understanding of your and financial needs through communication and analysis while simultaneously building and maintaining a long lasting relationship dedicated to quality service, communication, professionalism and integrity.
Curious about how the economy is shifting post-pandemic? Our latest commentary has the details.
How's It Going? Depends on Who You Ask in a Post-Pandemic Economy
oakandstonepa.com
The post-pandemic economy is treating people very differently, creating a headache for central bankers. The extreme differences can often get traced back to living situations, as renters have a very d...
It's a simple phrase, but when a client says that they're "In good hands" working with you, that means a lot.
It's validating for our team to know we've gained a client's trust and that they know we are there for them along their financial journey. Thanks Christine!
Preferred securities (preferreds) are often referred to as “hybrid” securities as they have both bond and equity characteristics.
In our latest commentary, we dig a bit deeper into preferreds and the impact they have as an attractive option for investors.
Commentary: Preferred Securities
oakandstonepa.com
It continues to be a challenging environment for a lot of fixed income markets, especially higher quality markets. With the Federal Reserve (Fed) seemingly unlikely to lower interest rates until after...
