Erik Klinger - Oak Gate Wealth Advisors

Home
United States
Culver City, CA
Erik Klinger - Oak Gate Wealth Advisors

Call Directions Website Contact the business

Financial Advisor, AWMA®, CRPC®, CEPA® - Oak Gate Wealth Advisors

11/05/2026

🗳️Midterms Are Over. Now What?
✔️The S&P 500 has been positive 19 out of 19 times in the year following a midterm.
✔️Since 1950, the average gain in 12 months after midterm Election Day has been 15.1%. Even 1986, a stretch that included the 1987 crash, finished positive.
➡️My take: vote at the polls, not in your portfolio. Earnings, Interest rates, and Innovation drive markets more than politics.
❓Questions about your plan❓
DM me for more info and let’s connect.

11/04/2026

In just two days, AI exposed critical flaws in a programming language behind 70% of all websites. That may have opened the door for a rush of scams — especially those targeted to vulnerable populations like older people.

11/02/2026

When do you plan to retire? What kind of lifestyle do you desire? How much do you have right now that you can count on for your retirement? What about Social Security; do you know what kind of benefits you can expect? These are all factors you will need to consider when you determine how much you'll...

10/30/2026

A Roth individual retirement account (IRA) is a personal savings plan that offers certain tax benefits to encourage retirement savings. Contributions to a Roth IRA are never tax deductible on your federal income tax return, which means that you can contribute only after-tax dollars. But amounts cont...

10/28/2026

Understanding how these two concepts work can help you put together a portfolio that targets your specific needs.

10/26/2026

Your employer-sponsored retirement savings plan may offer a variety of tax benefits.

10/23/2026

Tax calculation is the process by which you figure out how much you owe in income tax. If you file federal income tax Form 1040, you must compute your adjusted gross income (AGI) and your taxable income before you can calculate your tax. Essentially, your AGI is your total income minus certain adjus...

10/21/2026

The One Big Beautiful Bill Act, signed into law in July 2025, made permanent the suspension of the deduction for miscellaneous itemized deductions subject to the 2-percent floor, including unreimbursed employee expenses, and cannot be claimed on Schedule A of IRS Form 1040. If you are an employee, y...

10/19/2026

An integral part of managing your personal finances involves properly maintaining your financial records. This is especially important in the event of a crisis or emergency so that you can quickly locate something if needed.

10/16/2026

Using trusts to gift your business is a technique whereby, rather than gift your business directly to your beneficiaries, you transfer ownership of your business to a trust and then name your children, grandchildren, or others as the beneficiaries of the trust. The entire business may be transferred...

Address

10000 Washington Boulevard, Suite 600
Culver City, CA
90232

Telephone

+14243435126

Website

https://www.oakgatewealthadvisors.com/

Alerts

Be the first to know and let us send you an email when Erik Klinger - Oak Gate Wealth Advisors posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.