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.

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. ...

As Oak Wealth Advisors approaches its first 100 days of operations

As Oak Wealth Advisors approaches its first 100 days of operations

As Oak Wealth Advisors approaches its first 100 days of operations, it seems appropriate to reflect on what has transpired during the period and what lies ahead.  First, and foremost, I am very grateful that all my former clients have chosen to follow me to Oak Wealth Advisors.  In addition, a handful of new families have already come through our doors seeking my advice. ...

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