Be thankful for the important things.

Be thankful for the important things.

As we approach Thanksgiving, I wanted to share with you some research I have read over the course of the year that centers on the relation between money and happiness. The results suggest that we may be overlooking the things for which we should be truly thankful. Hopefully you will consider how these findings apply to your life. ...

Vote with your wallet?

Vote with your wallet?

The investment markets have already been reacting as if they know the outcomes of the mid-term elections. We have experienced abnormally robust returns in September and October. These returns are due in some measure to the expectation that the Republicans will win enough seats in Congress to slow or derail the programs the Democrats have been advancing. While some believe that the investment markets favor Republican control of government because the Republican platform is pro-business, the fact is that the best market returns have come during periods of political gridlock. ...

Volatility — is it here to stay?

Volatility — is it here to stay?

In 2010, most stock market experts predicted a relatively modest year following a calamitous 2008 and a dramatic recovery in 2009. While the S&P 500 stock index is up around 4% year-to-date as we near the end of September, the ride has been anything but smooth in producing these relatively moderate return results. In the paragraphs that follow, I will illustrate the impact of volatility on a portfolio and offer our rationale for why Oak Wealth Advisors believes we will have volatile markets for the foreseeable future. ...

Bond bubble?  Aren’t bonds supposed to be safe investments?

Bond bubble? Aren’t bonds supposed to be safe investments?

The perception has long been that investing in bonds is a safe way to generate investment income without much risk.  Today, numerous articles and letters to the editors of financial publications are sounding the alarm bells about the risks of investing in bonds.  This issue will address those warnings and explain a prudent approach to bond investing in the current market. ...

Bottoms Up!

Bottoms Up!

One year from the bottom of the worst recession in our lifetime, it is important to reflect on the recovery and the lessons learned about financial risk taking. Through March 19, 2010, the S&P 500 stock market index has risen over 71% from the low set on March 6, 2009. ...