Here is an interesting article about human behavior in investing and the economy. Follow the link for a few of the big lessons.: http://www.fool.com/investing/general/2014/06/11/im-just-now-realizing-how-stupid-we-are.aspx#.U58segSPf2I.email -Willis Mashburn read more →

When I first began my career as a financial advisor working in a national brokerage firm one of the first tools I learned to use was a software program for “financial planning”.  I collected answers to a defined series of questions which I then loaded into the program.  What came back was impressive, because it.. read more →

15 May 2014
May 15, 2014

Two of my Least Favorite Things

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Two of my least favorite things:  running and mud collided on Saturday at the second annual Mudder’s Day Run, a 5k run put on by Harmony Family Center at the newly renovated Camp Montvale in Blount County.  Since Fred and I both serve on the board of Harmony Family Center and were event sponsors we.. read more →

10 Apr 2014
April 10, 2014

Turn Off The Noise

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Here is a link to a good article about Investment/Market Commentary that bombards us daily through the various TV and Radio outlets.  It will prove useful for all investors to be aware of what this article is saying. http://www.bloombergview.com/articles/2014-04-09/what-you-re-hearing-is-market-noise -Willis Mashburn   read more →

10 Apr 2014
April 10, 2014

The College Experience

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As a financial planner I am frequently asked by parents about the best way to save for the cost of their child’s college education.  The question I am never asked is should their child go to college.  For most parents that is not a consideration.  The expectation is that once graduated from high school the.. read more →

01 Apr 2014
April 1, 2014

Successful Investing – Part 2

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The second key to successful investing is Diversification.  Diversification in its simplest terms is: Don’t put all your eggs in one basket.  One can diversify among asset classes as we noted before but it’s also important to diversify within asset classes.  For instance, most investment strategies include stocks of  United States large capitalization companies as.. read more →

10 Mar 2014
March 10, 2014

Successful Investing – Part 1

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At Oak Springs Wealth Management, we believe that there are six key elements leading to successful investing and wealth creation.  These include Asset Allocation, Diversification, Correlation, Loss Avoidance, Rebalancing and Valuation.   When we say investing, we are talking about putting assets to work such that there is growth of and return on those assets over.. read more →

22 Oct 2013
October 22, 2013

The Case for a Prenuptial Agreement

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Most folks think of a prenuptial agreement as a great way to end a romantic relationship. “If you love me, why would you want me to sign a document that means I get nothing if we divorce?” Potential recipients often see a prenuptial agreement as indication that their proposed future spouse is more worried about.. read more →

02 Oct 2013
October 2, 2013

Meeting in the Middle

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I recently did my civic duty and served my time as a juror for the criminal court of Knox County.  We had a difficult case with disturbing charges.  The testimony was intense and the evidence complex. I sat with 12 other jurors (including 1 alternate) in the same area of the court room, heard the.. read more →