The ePerspective brings you timely and relevant information on wealth management from the Midwest’s leading wealth advisor, Oxford Financial Group, Ltd.™, to help you remain up-to-date in a continually changing financial landscape.
First Quarter Financial Market Review and Outlook
Recent improvement in the U.S. economy and the apparent containment of the European financial crisis are tenuous and equity valuations are still above average ...Read More »
Outlook Oxford Investment Strategy Webcast
Please join us for our next quarterly webcast presentation on April 25th ...Read More »
Indiana Inheritance Tax Scheduled to Phase-Out Over Next 10 Years
On March 20th, Indiana adopted a law that will significantly change the state’s inheritance tax. Over time, the inheritance tax will be reduced. ...Read More »
Future Still Uncertain for Estate and Gift Planning with Limited Time to Take Advantage of Current Law
Unless Congress makes another unanticipated move prior to the end of the year with estate and gift tax reform, just a few months remain to take advantage of the current law ...Read More »