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Award Winning Special Needs Financial Planning Firm*
Special Needs
Special Needs Services
Special Needs Resources
Blog
Top 10 Recommendations
Presentation Calendar
Our Podcasts
In The Media
Fiduciary Wealth Management
Our Principles
Core Concepts & Services
Our Deep Rooted Thoughts
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Contact • Locations
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Posts filed under: 2009 Deep Rooted Thoughts
Deep Rooted Thoughts Archive
2009 Deep Rooted Thoughts
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Okay, what’s next?
by
Oak Wealth Advisors Team
December 9, 2009
2009 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
0
2009 is set to finish as one of the strongest years of investment market returns in history. Most every asset...
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For what are you thankful?
by
Oak Wealth Advisors Team
November 25, 2009
2009 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
0
As the year comes to a close and we gather with family and friends to celebrate Thanksgiving, I hope all...
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Discipline is essential if you seek financial success.
by
Oak Wealth Advisors Team
September 30, 2009
2009 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
0
With our children, we use discipline to help them improve their behavior. Applying discipline to financial decision making also provides...
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“It is tough to make predictions, especially about the future.” Yogi Berra
by
Oak Wealth Advisors Team
August 30, 2009
2009 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
0
Everyone loves predictions! Unfortunately, it is human nature to be attracted to them like moths to flames. Consider that most...
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The worst is likely over!
by
Oak Wealth Advisors Team
June 30, 2009
2009 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
0
Numerous independent research reports and data from multiple sources suggest that the economy is emerging from the recession and the...
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Boing! What a nice bounce for the stock markets!
by
Oak Wealth Advisors Team
May 31, 2009
2009 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
0
While the media continues to remind the public of all the problems that still exist, the S&P 500 index has...
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Wouldn’t it be nice if March 6 2009 was the bottom of the bear market?
by
Oak Wealth Advisors Team
March 31, 2009
2009 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
0
No one can predict the future, but we did have some large positive advances in the stock market on very...
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As Oak Wealth Advisors approaches its first 100 days of operations
by
Oak Wealth Advisors Team
February 19, 2009
2009 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
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As Oak Wealth Advisors approaches its first 100 days of operations, it seems appropriate to reflect on what has transpired...
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