Posts filed under: Deep Rooted Thoughts Archive

Hi, I'm Mike Walther from Oak Wealth Advisors with a different approach to planning. I want everyone to think about what's...

Mike Walther, Founder and President of Oak Wealth Advisors with your June 2025 market update. ...

We have new income tax planning software that we have been rolling out with clients in 2025. This software identifies...

Mike Walther, Founder and President of Oak Wealth Advisors with your 2025 first quarter market update. ...

More good news to start 2025 for recent beneficiaries of inherited IRA accounts. If you inherited an IRA in 2020...

With 2025 on the horizon, Neil Mahoney discusses some end of the year planning items and important reminders heading into...

Below you will find a link to our 2025 Key Financial Numbers document. This document is meant to serve as...

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...

In our 1st Quarter Market Update, Mike Walther discusses the current state of the market and the returns we have...

IRA distribution rules have changed several times over the past several years so we want to make sure that you...