OpenAir Advisers, LLC

08/31/2026

How to Leave a Tax-Efficient Legacy to Your Heirs

08/17/2026

The Market Is Near Record Highs: What Should Investors Do Now?

When the stock market reaches or approaches record highs, it is natural for investors to wonder whether they should keep investing, make changes to their portfolios, or simply wait for a pullback. Those questions can become even more important for people who are approaching retirement or already rel...

08/11/2026

How to Prepare for Extra Expenses at the Start of the School Year - With higher prices on nearly everything these days, many families are feeling sticker shock as they shop for back-to-school supplies. Wealth adviser Ken Calhoun joined WFAA with tips to help families save money, shop wisely and most importantly, stay on budget.

An expert with OpenAir Advisers joins WFAA to share some money-savi...

08/10/2026

The Retirement Planning Decisions You Shouldn't Make Based on the Headlines

08/03/2026

Why Cash Isn't Always The Safest Place for Retirement Savings

For many people approaching retirement or already enjoying retirement, protecting their hard-earned savings becomes a top priority. After years of working, saving, and investing, the idea of moving money into cash can feel like the safest choice—especially during periods of market uncertainty or e...

07/27/2026

What Today's Market Volatility Means For Near-Retirees

For individuals approaching retirement, few things can create more uncertainty than watching the financial markets move dramatically. Headlines about market declines, economic uncertainty, inflation, and changing interest rates can raise important questions: Will my retirement savings last? Should I...

07/20/2026

How Market Volatility Can Create Roth Conversion Opportunities

Market volatility can be unsettling, especially for those who are approaching retirement or already relying on their investment portfolio for income. Headlines about market swings, economic uncertainty, or geopolitical events often leave investors wondering whether they should make changes to their....

03/16/2026

How Life Changes Should Trigger Financial Plan Updates. Click here to read:
https://www.openairadvisers.com/post/how-life-changes-should-trigger-financial-plan-updates

03/02/2026

March Market Update

Middle East Developments: What Investors Should KnowGlobal financial markets have been focused on a rapidly evolving situation in the Middle East, where recent geopolitical tensions have increased volatility across energy markets, equities, and investor sentiment.What Happened:Over the past several....

02/23/2026

The Hidden Tax Traps Retirees Often Overlook

When most people think about retirement, they picture freedom—more time with family, travel, hobbies, and the ability to live life on their own terms. What often gets less attention is how taxes can quietly erode retirement income if not carefully planned for. While many retirees expect to be in a...