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.

Inflation is just around the corner…or not.

Inflation is just around the corner…or not.

We will probably not see any meaningful increase in inflation in 2011 or 2012.  Despite polls of consumers who collectively are certain inflation is just around the corner, and numerous market commentators who believe that the governmental stimulus efforts make inflation inevitable, the more likely scenario is that inflation will not be rising anytime soon.  ...

Risk tolerance or loss tolerance?

Risk tolerance or loss tolerance?

When investors hear the term risk, their thoughts turn to losing money.  Ironically, the financial services industry and academics define investment risk as the volatility of prices.  Volatility measures how far prices move above and below an expected level. ...

…will win the Super Bowl

…will win the Super Bowl

____________________  will win the Super Bowl.  ____________________  will win the Oscar Award for Best Picture. Making predictions is fun and relatively painless if you are wrong when forecasting things like football games and entertainment awards.  The stakes are raised when you invest based on financial market predictions.  In Oak Wealth Advisors’ annual search to find a source of consistently accurate financial forecasts, we have uncovered the following: ...

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. ...

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