Oxford Financial Planners - Durango

08/31/2026

We were proud to take a Big Swing for a great cause! ⛳

Oxford Financial Planners was a Bronze Sponsor of this year’s Big Swing golf tournament benefiting Big Brothers Big Sisters of Southwest Colorado.

It was an awesome day on the course and, more importantly, an opportunity to support an organization doing great work for kids right here in our community.

We put together a quick blog post about the day, including how you can join us in supporting Big Brothers Big Sisters.

👉 https://oxfordfp.net/taking-a-big-swing-for-big-brothers-big-sisters/

Thanks to everyone who organized, sponsored, volunteered, donated, and played. We’re already looking forward to next year!

Sometimes the best days out of the office are the ones where you get to have a little fun while supporting a great organization in our community. Last week, Oxford Financial Planners was proud to be a Bronze Sponsor of The Big Swing, the annual golf tournament benefiting Big Brothers Big Sisters of....

08/17/2026

If you only watched the financial news this summer, you probably assumed the market was having a terrible year.

Technology sell offs.
A hedge fund collapse.
Wild swings in stock prices.

Meanwhile, the S&P 500 quietly climbed back to new all time highs.

That disconnect is one of the biggest lessons in investing.
In my latest blog, I share three stories from this summer and explain why successful investing isn't about reacting to headlines. It's about having a plan before they happen.
The news changes every day.

Your financial plan shouldn't.

Read the full article here:

If you only watched the financial news this summer, you probably assumed the market was having a terrible year. The headlines were filled with stories about technology sell offs, a hedge fund that collapsed almost overnight, and sharp daily swings in stock prices. Meanwhile, the S&P 500 quietly clim...

10/02/2025

Are your finances too dependent on one company

If a big portion of your wealth—and maybe even your income—comes from the same company stock, you could be carrying more risk than you realize.

In our latest blog post, we break down:
• Why concentrated stock positions can be risky
• Tax-smart strategies to diversify without triggering big gains
• How to protect your financial future while keeping more of your hard-earned money

It’s all about building a more balanced portfolio for the long run.

Read the full post here → https://oxfordfp.net/how-to-safely-diversify-out-of-a-single-stock-position/

If you’ve built up a large position in one company’s stock—maybe through years of working there or a big event like a company sale—you might be wondering: What’s the best way to reduce risk without paying a fortune in taxes? It’s a common situation we see at Oxford Financial Planners, an...

08/12/2025

How aggressive should your investment portfolio be?
We looked at real data from 2000–2024 — including the 2008 crisis and COVID — to see how different mixes of stocks and bonds performed over time.
The results might surprise you.
Watch my quick video to see:
✅ How returns change with more or less risk
✅ The biggest up and down years for each allocation
✅ How to match your portfolio to your goals
🎥 Watch now →

How Aggressive or Conservative Should Your Investment Portfolio Be? One of the most important questions in investing is: How aggressive or how conservative should your portfolio be? The answer isn’t the same for everyone — it depends on your goals, timeline, and how much risk you’re willing (a...

07/18/2025

Ever wonder how some people travel often and stay on track with their finances?
It’s not luck, it’s planning.
Discover how setting clear goals, automating savings, and building in flexibility can help you live well today without sacrificing tomorrow.
Watch the full video to learn more.

Many people wonder how others manage to take big international trips year after year while still staying on track with their financial goals. The answer is simpler than it seems. It isn’t luck. It isn’t magic. It’s planning. Just like financial planning, traveling

07/08/2025

👋 Meet Jamie — the newest member of the Oxford Financial Planners team!

She brings fresh energy, a sharp mind, and a genuine passion for helping people make smart decisions with their money.
We’re lucky to have her on board and can’t wait for you to get to know her. Learn more about Jamie here:

https://oxfordfp.net/services-offered-by-oxford-financial-planners/jamie-thomas/

07/04/2025

Here's to the independence that inspires us to build a secure future together. Happy Fourth of July!

03/25/2025

The Market Goes Up and Down—Stay the Course!
Investing can feel like an emotional rollercoaster, but history shows that markets recover. The key? Stay diversified, stay invested, and focus on the long term. Missing just a few of the best days in the market can significantly impact your returns!
Check out my latest blog post where I break down why patience and strategy matter in investing.

🔗 https://oxfordfp.net/navigating-market-cycles-why-staying-invested-pays-off/

Have questions about your investment strategy? Drop a comment or send me a message—I’m happy to help!

Understanding Market Cycles: Why Staying Invested Matters Investing can feel like an emotional rollercoaster. When markets are soaring, it’s easy to feel invincible, and when they drop, panic can set in. But history shows us that markets go through cycles, and staying the course is key to long-ter...

01/27/2025

A good reminder and update from Dynamic

Download the 1.24.25 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management After a rough month, the markets finally had a great week last week, ending January 17, posting the strongest weekly performance since November. ...

12/19/2024

Check out the new resource coming in the new year!

Lost Track of an Old Retirement Plan Such as a 401(k)? You’re Not Alone—Here’s Help If you’ve ever wondered what happened to a 401(k) from a past employer, you’re not alone. Losing track of retirement savings happens more often than you might think, and it can leave you feeling frustrated ...