All posts by: Oak Wealth Advisors Team

More than six months after Schwab agreed to purchase TD Ameritrade, the U.S. Government anti-trust hurdles were cleared last week...

Our Views on Social Justice The status quo will not do. As a firm that views itself as a pioneer...

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I hope everyone is sheltering safely and taking all necessary precautions.  Your health will always be more important than the...

I greatly appreciate your patience with your investment portfolio during these stressful times.  As I have been explaining, the most...

This week has seen the world stock markets reverse from all-time highs into negative performance for 2020.  Despite the volatility...

Special Needs Trusts are the cornerstone of a solid special needs financial plan. However, a common oversight by attorneys less...

SECURE Act Summary Passed on December 20, 2019, the SECURE Act has a number of provisions that may impact your...

To the extent that you would like to enhance your own data security, the three strongest recommendations we have are...

Keeping your financial and personal data secure is very important to us.  We know how important it is to you. ...

Some parents mistakenly believe, adding a child with a disability as a co-signer on a credit card is a harmless...

Below is the Oak Wealth Advisors Key Numbers document that has helped so many of our clients, friends, and fellow...