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.

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. ...

Okay, what’s next?

Okay, what’s next?

2009 is set to finish as one of the strongest years of investment market returns in history. Most every asset class will finish the year with a double digit return, recovering robustly from the lows set in early March. While most of the losses incurred in 2008 and late 2007 have been erased, the big question is what is ahead for the investment markets in 2010. ...

For what are you thankful?

For what are you thankful?

As the year comes to a close and we gather with family and friends to celebrate Thanksgiving, I hope all of us will take time to think about what we have in our lives for which we are truly thankful. It may be people, health, our careers, our experiences, or even some material things. ...

The worst is likely over!

The worst is likely over!

Numerous independent research reports and data from multiple sources suggest that the economy is emerging from the recession and the market recovery that started on March 9th is sustainable. In fact, the S&P 500 Index has risen over 40% from the low point in early March. ...

Boing!  What a nice bounce for the stock markets!

Boing! What a nice bounce for the stock markets!

While the media continues to remind the public of all the problems that still exist, the S&P 500 index has rallied over 35% from the low it set back on March 6th. Sadly, many people who bailed out of the stock market in early 2009 are still sitting in cash not knowing when it will be safe to begin investing again. ...

1 2 3 4 5 6