About Oak Wealth Advisors

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: 2015 Deep Rooted Thoughts

End of the Road Coming for Social Security Strategies

The Senior Citizens Freedom to Work Act, passed in 2000, allowed seniors to continue working while receiving Social Security benefits....
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What retirement spending rate is safe?

When it comes to retirement spending, everyone wants a simple rule for how much of their savings they can safely...
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Calming Fears About Rising Interest Rates

Ideally, wealth creation would proceed on a path of steady growth.  However, investment risks exist which require patience, conviction, and...
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The Longer Investment Horizon

Changes in longevity require changes in our expectations about retirement savings. In the early 1900s, the average life expectancy of...
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15 Thoughts for 2015

As most people know, Oak Wealth Advisors does not invest based on predictions.  Instead, we focus on disciplined investing which...
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