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All posts by: Oak Wealth Advisors Team

Nobody has the ability to accurately forecast the future of investment markets, so we are not going to try with...

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We want to assist individuals and families with achieving their planning goals for 2023. Below you will find a link...
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Has anyone experienced raising a child where no matter what parental advice is offered, they deliberately choose the opposite? Please...
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Historically, diversifying investments between stocks and bonds has reduced portfolio volatility and more importantly has limited significant losses. In 2022,...
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Oak Wealth Advisors own Mike Walther made a special visit to the Crumbl cookie store in Northbrook. He made certain...
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Parents can play an important role in their child’s education by developing a strong partnership with teachers and support staff....
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Does a Recession Cause Stock Prices to Fall? Does a Recession Mean That Our Investment Results Will Get Worse? Short...
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To celebrate ABLE to Save Month, Oak Wealth Advisors would like to share a few resources and make you aware...
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Here’s how ABLE accounts, special needs trusts differ, and how they can work together – Key Points… There are two...
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