847-945-8888
836 Skokie Boulevard, Northbrook, IL 60062

Posts filed under: Deep Rooted Thoughts Archive

SECURE Act Summary Passed on December 20, 2019, the SECURE Act has a number of provisions that may impact your...
Continue Reading →
To the extent that you would like to enhance your own data security, the three strongest recommendations we have are...
Continue Reading →
Keeping your financial and personal data secure is very important to us.  We know how important it is to you. ...
Continue Reading →
Below is the Oak Wealth Advisors Key Numbers document that has helped so many of our clients, friends, and fellow...
Continue Reading →
As we approach the end of the third quarter, we want to update you on our views about the markets...
Continue Reading →
While it will not be official until mid-October, it appears that Social Security benefits will be rising by 2.8% in...
Continue Reading →
Wow! The stock market just set a record for the longest bull market period in history. A bull market is...
Continue Reading →
We all enjoyed the investment markets in 2017. The values of investments climbed gradually throughout the year with almost no...
Continue Reading →
While we await the 1099s that report our taxable investment income and taxable IRA distributions for 2017, I wanted to...
Continue Reading →
In 2017, the investment markets delivered better than expected returns. As we begin 2018, the prospects remain good for another...
Continue Reading →