Holiday Stress

Holiday Stress

Financial matters are stressful for many, and Oak Wealth Advisors takes pride in minimizing these stresses for our clients.  While alleviating the stress associated with the holidays is not our specialty, we hope the following information can help in the months ahead. ...

Tapering…

Tapering…

Tapering, when used as a verb, means to grow gradually lean. However, the two times during the second quarter of 2013 when tapering was used as a verb by Chairman of the Federal Reserve, Ben Bernanke, investors reacted as if the definition is to destroy all investment assets. ...

How did we do that?

How did we do that?

2012 is a year for which Oak Wealth Advisors will always be particularly proud. Almost all of our clients enjoyed portfolio performance that exceeded their custom benchmarks on an after-expense basis. While our clients have outperformed in the past, 2012 provides a great opportunity to explain how our process and experience comes together to generate great results. ...