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Seeing our future through the eyes of the Federal Reserve…

by Oak Wealth Advisors
November 2, 2011
2011 Deep Rooted Thoughts, Deep Rooted Thoughts

In early November, I had the pleasure of having lunch with Bill Strauss, the Senior Economist and Economic Advisor at the Federal Reserve Bank of Chicago. As the lead economist in Chicago, Bill shares research with the other 11 Federal Reserve Banks which collectively comprise our Federal Reserve System (the Fed). Their consensus thinking drives......

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Is it okay to panic now? –No!

by Oak Wealth Advisors
August 2, 2011
2011 Deep Rooted Thoughts, Deep Rooted Thoughts

In the wake of the Standard & Poor’s (S&P) credit downgrade of the United States debt obligations (our bonds, bills, and notes that are owed to investors both domestically and globally), there is an abundance of interest, debate, and concern about what should be done. The media once again is filled with stories of impending......

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Inflation is just around the corner…or not.

by Oak Wealth Advisors
June 2, 2011
2011 Deep Rooted Thoughts, Deep Rooted Thoughts

We will probably not see any meaningful increase in inflation in 2011 or 2012. Despite polls of consumers who collectively are certain inflation is just around the corner, and numerous market commentators who believe that the governmental stimulus efforts make inflation inevitable, the more likely scenario is that inflation will not be rising anytime soon. ......

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Risk tolerance or loss tolerance?

by Oak Wealth Advisors
April 2, 2011
2011 Deep Rooted Thoughts, Deep Rooted Thoughts

When investors hear the term risk, their thoughts turn to losing money. Ironically, the financial services industry and academics define investment risk as the volatility of prices. Volatility measures how far prices move above and below an expected level. Investors, however, care little about volatility but are passionate about losing money. Oak Wealth Advisors believes......

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…will win the Super Bowl

by Oak Wealth Advisors
January 31, 2011
2011 Deep Rooted Thoughts, Deep Rooted Thoughts

____________________ will win the Super Bowl. ____________________ will win the Oscar Award for Best Picture. Making predictions is fun and relatively painless if you are wrong when forecasting things like football games and entertainment awards. The stakes are raised when you invest based on financial market predictions. In Oak Wealth Advisors’ annual search to find......

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