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.

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. ...

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. ...

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