OakHeart Financial Group

07/16/2026

What’s happening in the markets, and what could it mean for your financial goals?

The Ameriprise Talks: 2026 midyear outlook explores current economic trends, market opportunities, and key insights for investors looking to stay on track in an evolving environment.

Watch the full video here: https://bit.ly/4gDWPw1

Questions about your own financial strategy? We're here to help.

07/12/2026

We'd like to wish a very happy birthday to our Client Service Coordinator, Tammie Broaddus! In the eight years she has been with our team, she has excelled in providing amazing service to our clients and been crucial in planning with our advisors. Happy birthday, Tammie! 🎂🎉

07/09/2026

Understanding the direction of the economy starts with examining the latest market and economic trends.

The Ameriprise Global Asset Allocation Committee's June Market Recap provides a data-driven overview of recent developments, including economic growth, inflation, interest rates, and global market performance. Read the full article for insights into recent market activity and the key themes shaping today's investment landscape.

Access the full article by clicking the link below:
https://bit.ly/4pmbJt1

07/07/2026

We'd like to take this opportunity to congratulate Tim McClurg on passing his APMA exam! Tim is now an Accredited Portfolio Management Advisor®️. His goal to expand his knowledge and stay current in the industry helps strengthen the value and guidance we provide to our clients every day. Congratulations, Tim! 🎉

07/04/2026

Happy Fourth of July! Today marks our nation's 250th anniversary! 250 years ago in 1776, our forefathers gathered to publish the Declaration of Independence, denouncing British rule and establishing the United States of America. Today we honor those who came before us; who established a nation built on the principles of the freedoms of life, liberty, and the pursuit of happiness. We also recognize those who continue to push forward, trailblazing the future of our nation and ensuring that those ideas established so long ago are recognized for all of those who call this country home. Independence Day is a day to appreciate what makes the United States great. We hope you all have a fun and safe July fourth weekend! 🦅🎆

07/03/2026

Contributions are now able to be made to Trump Accounts, beginning this past Saturday, July 4th.

This new tax-advantaged retirement savings vehicle was introduced as part of the One Big Beautiful Bill Act (OBBBA) in 2025.

Read the full article for answers on
- How the account works
- The rules and restrictions around governing the account
- How to open and contribute to the account
- Who qualifies for the $1,000 pilot program
- What happens to the account when your child turns 18

If you'd like to discuss different ways you can save for your child's future, let's connect.

Learn how Trump Accounts work and if they fit into your family’s financial strategy.

07/02/2026

Today marks our Client Service Coordinator, Tammie Broaddus', eighth year with OakHeart! Congrats to Tammie for this milestone! Tammie works hard every day managing client and advisor meetings and communications. Her work at the office ensures our operation runs smoothly and punctually. We truly appreciate all the hard work she has committed to our company and look forward to having her as a part of our team. Thank you so much Tammie and congratulations again! 🎉

07/02/2026

In observance of our nation's Independence Day, our offices will be closed on Friday, July 3rd. Regular business operations will resume Monday, July 6th. We wish everyone a safe and enjoyable long holiday weekend. Happy fourth! 🗽🦅

06/30/2026

Summer is in full swing, and our team has certainly been enjoying it. While staying busy at work, we've made sure to maintain our work-life balance. Here's a glimpse of how our team has been spending our time outside of the office.

Between celebrating retirement, spending time with family and friends, and travel, we certainly chose to make the most of the time we've had. We're grateful for these opportunities to connect and celebrate and we look forward to more chances ahead. These experiences help us recharge, reconnect, and bring our best selves to both work and life.

06/29/2026

As we kick off the rest of the summer, we thought we'd invite you to join along our office in completing our Summer Bucket List Bingo board! We've compiled a few summertime activities together, as you go about this season check back and check-off any box that may apply to try and get a BINGO! Hopefully this list inspires some summertime fun of your own. Make the most of the opportunities this season has to offer, enjoy your summer and go have some fun in the sun! ☀️😎