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Award Winning Special Needs Financial Planning Firm*
Special Needs
Special Needs Services
Special Needs Resources
Blog
Top 10 Recommendations
Presentation Calendar
Our Podcasts
In The Media
Fiduciary Wealth Management
Our Principles
Core Concepts & Services
Our Deep Rooted Thoughts
Our People
Our People
Contact • Locations
FAQ
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Posts filed under: 2012 Deep Rooted Thoughts
Deep Rooted Thoughts Archive
2012 Deep Rooted Thoughts
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Municipal bonds, defaults, and the fiscal cliff
by
Oak Wealth Advisors Team
September 1, 2012
2012 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
0
Most investors have some municipal bonds in their portfolios, either through individual holdings, mutual funds, or exchange traded funds. Municipal...
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Sell in May and go away
by
Oak Wealth Advisors Team
June 1, 2012
2012 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
0
This old Wall Street adage came about as a description of how many traders on Wall Street would take summer...
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Volatility reduction is essential to wealth maintenance and growth
by
Oak Wealth Advisors Team
March 1, 2012
2012 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
0
Spring has officially arrived, flowers are blooming, and our 2012 investment returns have everyone in a good mood. In fact,...
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I’ll Get To It Before I Die
by
Oak Wealth Advisors Team
February 1, 2012
2012 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
0
The familiar refrain of: “I’ll get to it before I die,” can often be applied to our personal record keeping. ...
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Headline makers or money makers?
by
Oak Wealth Advisors Team
January 3, 2012
2012 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
0
It is always tempting to believe that the grass is greener on the other side of the fence. Investors who...
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