Oxler Private Wealth

05/27/2026

: The most important factor in a LIFETIME of successful investing is your OWN BEHAVIOR.

Why?
You could craft the most efficient portfolio for your goals — but by making one poor, impulsive decision each DECADE, you could completely derail that portfolio — and undermine its positive effects (meaning you might as well have just kept your money in the bank.) So, the next time someone on the news or in an article starts doling out impersonal and superficial advice about how you should buy, sell — or do anything at all contrary to your well-thought-out plan — remind yourself: Goals are not achieved through impulsive reactions. Make a plan and stick to it.

05/25/2026

Today, we honor the fallen heroes who courageously defended our nation's ideals. Their sacrifice will forever be engraved in our hearts.

05/22/2026

This month’s Cyber Smart with Oxler tip: Use RFID Protection for Your Cards

When you’re out and about, your credit cards can be vulnerable to unauthorized scanning. RFID-blocking wallets, sleeves, and bags help prevent this by shielding your card’s data from being accessed without your knowledge. It’s a simple and effective way to add an extra layer of protection and reduce the risk of identity theft while you’re on the go.

05/20/2026

Financial decisions are a part of life—an important part of life—but still, just a part. Outside of financial decisions, there are plenty of other important things like family, friendship, spirituality, physical and emotional health, and having fun. Just a friendly reminder and a little to share!

05/19/2026

Nothing like kicking off a Tuesday with a largemouth on the line!

05/18/2026

: "What you get by achieving your goals is not as important as what you become by achieving your goals." –Zig Ziglar

05/14/2026

Warmest birthday wishes to a valued member of our team, Linda! Your contributions are invaluable, and we're grateful to have you with us. Have a fantastic day!

05/13/2026

We’re proud to share this thoughtful piece from our very own Jessica Demler on the powerful role our ‘money story’ plays in shaping financial decisions. It’s a meaningful reminder that financial planning isn’t just about numbers—it’s about aligning your resources with your values, goals, and purpose.

Write Your Money Story: Creating a Life of Purpose and Possibility By Jessica Demler, CFP® CBDA, Principal at Oxler Private Wealth® We all carry money stories as quietly as we carry breath. These stories aren’t just about numbers; they are stories we tell ourselves about safety, worth, and possi...

05/10/2026

Celebrating the extraordinary women who shape our world with their love and kindness. Happy Mother's Day to all the phenomenal moms out there!

05/08/2026

May is Small Business Month, a time to celebrate the businesses that keep our communities strong. Supporting local goes a long way in making a lasting impact.

05/06/2026

At Oxler Private Wealth, our customers' happiness and satisfaction are what fuels our passion every single day. Click the link below to read 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.