Oak Wealth Advisors produces market updates for its clients…

in addition to the individualized reporting that each client receives. Below we have posted some recent updates that have been distributed to clients.

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. ...

Municipal bonds, defaults, and the fiscal cliff

Municipal bonds, defaults, and the fiscal cliff

Most investors have some municipal bonds in their portfolios, either through individual holdings, mutual funds, or exchange traded funds.  Municipal bonds are generally considered among the safest investments.  That viewpoint has been challenged this year due to a few well-publicized defaults and a recent Federal Reserve report that the default rate may be higher than previously reported.  ...

Sell in May and go away

Sell in May and go away

This old Wall Street adage came about as a description of how many traders on Wall Street would take summer vacations and did not want to be holding stocks when they could not monitor the markets.  More recently the phrase has been rejuvenated to reflect the fact that the performance of the stock markets has been particularly lousy the last few summers and you would have been better off not holding stocks from May through October. ...

Volatility reduction is essential to wealth maintenance and growth

Volatility reduction is essential to wealth maintenance and growth

Spring has officially arrived, flowers are blooming, and our 2012 investment returns have everyone in a good mood.  In fact, the investment returns this year are far better than we had expected.  Stocks are making four-year highs.  Our worries about the financial markets can be put to rest and we can enjoy a carefree balance of the year, right?  Maybe not.  While it is easy to sit back and enjoy the good results the investment markets have delivered, it is not prudent to ignore the future. ...

I’ll Get To It Before I Die

I’ll Get To It Before I Die

The familiar refrain of:  “I’ll get to it before I die,” can often be applied to our personal record keeping.  We all know it is important, it can simplify things in the future, yet it is almost never a top priority. On a recent trip to Disney World, I came across a very special box that was titled the Ultimate Financial File. It was appropriately located between Fantasy Land and Tomorrow Land. Unfortunately, I did not have time to view its contents. However, the discovery of the box inspired me to create a list of the documents that should be included in the Ultimate Financial File. It would have the following: ...

Headline makers or money makers?

Headline makers or money makers?

It is always tempting to believe that the grass is greener on the other side of the fence. Investors who succumb to this temptation chase the latest tip or invest with the manager who is touted by the media as being the best of the best. Oak Wealth Advisors believes that a disciplined strategy that reflects the individual needs of our clients and utilizes low cost passive investments is a superior approach to investing with the “best” ranked stock pickers. To support our view, let’s take a look at how green the grass is on the other side. ...

Seeing our future through the eyes of the Federal Reserve…

Seeing our future through the eyes of the Federal Reserve…

In early November, I had the pleasure of having lunch with Bill Strauss, the Senior Economist and Economic Advisor at the Federal Reserve Bank of Chicago.  As the lead economist in Chicago, Bill shares research with the other 11 Federal Reserve Banks which collectively comprise our Federal Reserve System (the Fed).  Their consensus thinking drives policy creation. ...

Is it okay to panic now? –No!

Is it okay to panic now? –No!

In the wake of the Standard & Poor’s (S&P) credit downgrade of the United States debt obligations (our bonds, bills, and notes that are owed to investors both domestically and globally), there is an abundance of interest, debate, and concern about what should be done.  The media once again is filled with stories of impending doom.  While we are all pondering what actions we should take, the media provides us with a simple answer – panic.  Oak Wealth Advisors believes otherwise and wants to provide you with a more balanced approach to this unsettling time in the investment markets.   ...

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