+

Oak Wealth Advisors and Accountability

by Oak Wealth Advisors
December 20, 2014
2014 Deep Rooted Thoughts, Deep Rooted Thoughts

Accountability is important. It is for this reason we have been disappointed by the media’s failure to hold their “experts” accountable for the recommendations and predictions that they issue. In the past, we have written about the underwhelming investment recommendations published by Barrons from their annual roundtable of experts. We have also highlighted the inability......

Continue Reading →

+

Diversified Portfolio Provides Better Long-Term Results

by Oak Wealth Advisors
April 30, 2014
2014 Deep Rooted Thoughts, Deep Rooted Thoughts, Investment Principles

Everyone would prefer the investment markets to make consistent gains without any periods of negative performance. Unfortunately, that is not the way the investment markets deliver returns. Research into investor psychology has confirmed what we have witnessed while working with clients for over twenty years. The negative emotions tied to investment losses are significantly stronger......

Continue Reading →

+

Social Security Benefits Maximizing Strategies

by Oak Wealth Advisors
March 7, 2014
2014 Deep Rooted Thoughts, Deep Rooted Thoughts

Deciding when to begin receiving Social Security benefits is a major financial issue for anyone approaching retirement. There is a tradeoff between the amount of the monthly benefit and the number of payments you will receive. Most people know that beginning benefits prior to your full retirement age (currently age 66 and increasing to 67......

Continue Reading →

+

The Dangers of Greed

by Oak Wealth Advisors
February 11, 2014
2014 Deep Rooted Thoughts, Deep Rooted Thoughts

The wisdom of Dr. Seuss is far reaching. One of his tales that is particularly relevant as we enter 2014 is The Bippolo Seed. In this story, a duck finds a special seed that can grant wishes. Before the duck gets the seed planted, he is distracted by a fox advising him to wish for......

Continue Reading →