Oxler Private Wealth

10/16/2026

Estate Planning Awareness Week puts the focus on the decisions that can help shape what happens to your wealth in the future. Your plan can help protect the people and causes you care about while making sure your wishes are carried out. Explore our approach to estate planning and see how it fits into the broader financial picture.

We deliver a sound, clear, and relatable perspective to financial planning and investment management so that clients can focus with confidence on what matters to them.

10/14/2026

Read below for today’s !

Every time a scary market shows up, the media overreacts, we overreact, and everyone runs around like it’s such a shock. Why are we so surprised? Didn’t we learn this lesson the last time?

We all know that the time to prepare for a crisis is long before you find yourself in one. Just like it’s a bad idea to try to figure out how your parachute works after you jump out of the plane, it’s too late to do anything now about what just happened in the market. You can’t hedge against an event that’s already occurred.

We don’t need to know why markets do what they do. In fact, we will never know exactly why they go down. Markets rarely make sense because ‘’the market’’ is nothing more than the collective representation of what we’re feeling right now. Just look at how teenagers’ feelings change based on irrational stories they tell themselves about something that happened at school or on TikTok. Now times that by a million! That’s the market.

So instead of trying to predict market behavior, put a plan in place. Recognize that big declines happen in markets, and you shouldn't be surprised. Write yourself a letter or record a video so you can remember how you felt in the last scary market. Use it to reminder yourself that you need parachute training before you ever get on the plane.

10/12/2026

Small savings can lead to big possibilities. This National Savings Day, celebrate the progress you’ve made and keep working toward what’s ahead.

10/09/2026

Financial planning isn’t a one-time conversation. As life changes, your financial priorities can change too. October is Financial Planning Month, making it a fitting time to think about where you are today and what you may need to plan for next.

We deliver a sound, clear, and relatable perspective to financial planning and investment management so that clients can focus with confidence on what matters to them.

10/08/2026

This month’s Cyber Smart with Oxler tip: Pause Before You Click

Before clicking a link, opening an attachment, or responding to an urgent request, take a moment and ask yourself: “Was I expecting this?”

Many cyberattacks begin with emails or text messages designed to create a sense of urgency and encourage you to act before thinking. If something seems unexpected, verify the request through a trusted method, such as calling the person or company directly. Never share passwords or security codes, enable multi-factor authentication on important accounts, and keep your devices and software up to date. When it comes to cybersecurity, a little skepticism can go a long way toward keeping your information safe.

10/07/2026

Finding the perfect investment strategy is everybody’s favorite place to hide. In fact, it’s a lie the devil tells you to distract you from getting started. Don’t let the devil win. Just get started.

09/30/2026

We love working with our clients and appreciate the wonderful feedback we receive from them. Check out at the link below what others are saying about working with us!

🗣: https://indyfin.com/financial-advisor/new-york/rye-brook/masa-yamazaki-2526772/?gid=1

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The testimonial above was not compensated and is the opinion of one specific client. The opinions stated may not be representative of all client opinions or experiences. Indyfin and Oxler Private Wealth are independent and unaffiliated organizations. Please refer to the important disclosures contained in the Indyfin Advisor Profile (the "Profile") for information regarding the ratings, reviews, and other information regarding Masa Yamazaki that is included in the Profile.

09/28/2026

: "The difference between ordinary and extraordinary is that little extra." –Jimmy Johnson

09/24/2026

This month, we're featuring Careless People by Sarah Wynn-Williams. Blending personal experience with thought-provoking insight, Wynn-Williams offers a behind-the-scenes look at the power, influence, and unintended consequences of today's technology landscape. An engaging read that encourages readers to think more critically about the digital world and its impact on our lives.

09/22/2026

Hello, Fall! The season has officially changed, and we’re ready to enjoy everything that makes this time of year special.