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Posts filed under: Deep Rooted Thoughts Archive

Deep Rooted Thoughts Archive

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Mike Walther, Founder and President of Oak Wealth Advisors with your Market Update for Q2 2025. ...
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Hi, I'm Mike Walther from Oak Wealth Advisors with a different approach to planning. I want everyone to think about what's...
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Mike Walther, Founder and President of Oak Wealth Advisors with your June 2025 market update. ...
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We have new income tax planning software that we have been rolling out with clients in 2025. This software identifies...
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Mike Walther, Founder and President of Oak Wealth Advisors with your 2025 first quarter market update. ...
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More good news to start 2025 for recent beneficiaries of inherited IRA accounts. If you inherited an IRA in 2020...
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With 2025 on the horizon, Neil Mahoney discusses some end of the year planning items and important reminders heading into...
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Below you will find a link to our 2025 Key Financial Numbers document. This document is meant to serve as...
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Policy changes aren’t immediate after the election - With a new administration going into the White House next year, there...
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May was a great month in the market, listen as Mike Walther breaks down some of the numbers and shares...
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In our 1st Quarter Market Update, Mike Walther discusses the current state of the market and the returns we have...
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