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May 25, 2012 @ 03:51 PM

Nasdaq Composite 2,836.58- 2.80
S&P 500 1,317.22- 3.46

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Oak Capital Management, LLC

Working Together, Building a Future...

Welcome to my Web site!

As a financial professional with Oak Capital Management, LLC, my team and I are dedicated to helping individuals and businesses build their financial futures. We work hard to ensure that our clients receive the highest level of personalized service in the development of a plan that will help them achieve their financial goals.

 Upon completing the Life Underwriting Training Council (LUTC) courses, I recognized a passion for working with businesses, both small and large, to develop tax-efficient business continuation strategies. My partners and I work hand-in-hand with business owners to protect current assets and position their businesses for future growth.

In addition to my work with local businesses, I am a member of AXA’s Retirement Benefits Group that serves non-profit organization employees. One of my focuses is helping teachers, administrators and staff members effectively plan for their retirement.

My education, experience and professional affiliations have fostered my practical approach to offering financial products and services.

My goal? I offer financial leadership, personalized service and strategies that accomplish your goals. 

Thanks for visiting!

Proud to be born in, raised, and calling Summerville home.
 

 

Newsletters

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

Lessons from a Perilous Year

In retrospect, 2011 was a formidable year for catastrophes. Small businesses can be hit hard when extreme weather or a natural disaster causes damage or forces a temporary closure. This article considers the importance of adequate insurance protection and ways to help reduce uninsured losses.

Small Companies Face Costly Cybersecurity Threats

For many small businesses, the Internet is an important tool, but cybersecuity risks are growing. 40% of all targeted Internet attacks are now directed toward companies with fewer than 500 employees, and just over half of small businesses have a basic cybersecurity plan. This article provides tips to the small business owner about how to shore up their online defenses.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

More Newsletters →

Calculators

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Life Insurance (AXA version)

How Much Money Will Your Loved Ones Need When You Die?

More Calculators →

Contact Info

Phone: 843-849-7878, xt 17

maxwell.boyd @oakcapitalmgt.com

Local Office | Branch Office