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Oak Wealth Advisors was founded to provide families with special needs members with experienced and objective financial advice and investment management services that have traditionally been available only to very wealthy families and institutions.

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Posts filed under: 2011 Deep Rooted Thoughts

Seeing our future through the eyes of the Federal Reserve…

In early November, I had the pleasure of having lunch with Bill Strauss, the Senior Economist and Economic Advisor at...
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Is it okay to panic now? –No!

In the wake of the Standard & Poor’s (S&P) credit downgrade of the United States debt obligations (our bonds, bills,...
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Inflation is just around the corner…or not.

We will probably not see any meaningful increase in inflation in 2011 or 2012.  Despite polls of consumers who collectively...
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Risk tolerance or loss tolerance?

When investors hear the term risk, their thoughts turn to losing money.  Ironically, the financial services industry and academics define...
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…will win the Super Bowl

____________________  will win the Super Bowl. ____________________  will win the Oscar Award for Best Picture. Making predictions is fun and...
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