847-945-8888
836 Skokie Boulevard, Northbrook, IL 60062

Posts filed under: 2009 Deep Rooted Thoughts

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......
Continue Reading →
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. I......
Continue Reading →
With our children, we use discipline to help them improve their behavior. Applying discipline to financial decision making also provides benefits. While most people do not consider how their emotions and behaviors affect their financial success, studies have shown that along with high expenses and tax inefficient investments, human behaviors are the most detrimental forces......
Continue Reading →
Everyone loves predictions! Unfortunately, it is human nature to be attracted to them like moths to flames. Consider that most people watch weather forecasts with high expectations for accuracy only to have it rain unexpectedly on their picnic. Yet they eagerly await the next day’s forecast. As a society, we attribute expertise and prediction accuracy......
Continue Reading →
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. Not many market prognosticators had predicted that the stock......
Continue Reading →
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......
Continue Reading →
No one can predict the future, but we did have some large positive advances in the stock market on very limited good news the week of March 9th.  In fact, since the S&P 500 index hit 666 (yes, that really was the low point for the index earlier this month); it has managed to rise......
Continue Reading →
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......
Continue Reading →