+

Be thankful for the important things.

by Oak Wealth Advisors
November 30, 2010
2010 Deep Rooted Thoughts, Deep Rooted Thoughts

As we approach Thanksgiving, I wanted to share with you some research I have read over the course of the year that centers on the relation between money and happiness. The results suggest that we may be overlooking the things for which we should be truly thankful. Hopefully you will consider how these findings apply......

Continue Reading →

+

Vote with your wallet?

by Oak Wealth Advisors
October 31, 2010
2010 Deep Rooted Thoughts, Deep Rooted Thoughts

The investment markets have already been reacting as if they know the outcomes of the mid-term elections. We have experienced abnormally robust returns in September and October. These returns are due in some measure to the expectation that the Republicans will win enough seats in Congress to slow or derail the programs the Democrats have......

Continue Reading →

+

Volatility — is it here to stay?

by Oak Wealth Advisors
September 30, 2010
2010 Deep Rooted Thoughts, Deep Rooted Thoughts

In 2010, most stock market experts predicted a relatively modest year following a calamitous 2008 and a dramatic recovery in 2009. While the S&P 500 stock index is up around 4% year-to-date as we near the end of September, the ride has been anything but smooth in producing these relatively moderate return results. In the......

Continue Reading →

+

Bond bubble? Aren’t bonds supposed to be safe investments?

by Oak Wealth Advisors
August 31, 2010
2010 Deep Rooted Thoughts, Deep Rooted Thoughts

The perception has long been that investing in bonds is a safe way to generate investment income without much risk. Today, numerous articles and letters to the editors of financial publications are sounding the alarm bells about the risks of investing in bonds. This issue will address those warnings and explain a prudent approach to......

Continue Reading →

+

Sovereign debt? That’s someone else’s problem, right?

by Oak Wealth Advisors
June 30, 2010
2010 Deep Rooted Thoughts, Deep Rooted Thoughts

Sovereign debt? That’s someone else’s problem, right?Nations get into trouble when they do not manage their financial affairs prudently. Often it seems the easiest way to balance a budget is to simply borrow the money that is needed. Sovereign debt includes borrowing in the form of bonds, bills, and notes issued by a country’s government.......

Continue Reading →

+

Bottoms Up!

by Oak Wealth Advisors
March 1, 2010
2010 Deep Rooted Thoughts, Deep Rooted Thoughts

One year from the bottom of the worst recession in our lifetime, it is important to reflect on the recovery and the lessons learned about financial risk taking. Through March 19, 2010, the S&P 500 stock market index has risen over 71% from the low set on March 6, 2009. The most recent twelve month......

Continue Reading →

+

Why would I want to pay tax on my entire IRA now?

by Oak Wealth Advisors
February 3, 2010
2010 Deep Rooted Thoughts, Deep Rooted Thoughts

Throughout my career, I have found incredible consistency among the clients I have assisted in their desire to minimize their income taxes to the fullest extent allowed by the law. Throughout my career, I have found incredible consistency among the clients I have assisted in their desire to minimize their income taxes to the fullest......

Continue Reading →