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.

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.   ...

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. ...

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