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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...
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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....
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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...
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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...
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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...
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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...
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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...
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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...
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