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Posts filed under: Deep Rooted Thoughts Archive

I hope everyone is sheltering safely and taking all necessary precautions.  Your health will always be more important than the...
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I greatly appreciate your patience with your investment portfolio during these stressful times.  As I have been explaining, the most...
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This week has seen the world stock markets reverse from all-time highs into negative performance for 2020.  Despite the volatility...
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SECURE Act Summary Passed on December 20, 2019, the SECURE Act has a number of provisions that may impact your...
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To the extent that you would like to enhance your own data security, the three strongest recommendations we have are...
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Keeping your financial and personal data secure is very important to us.  We know how important it is to you. ...
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Below is the Oak Wealth Advisors Key Numbers document that has helped so many of our clients, friends, and fellow...
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As we approach the end of the third quarter, we want to update you on our views about the markets...
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While it will not be official until mid-October, it appears that Social Security benefits will be rising by 2.8% in...
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Wow! The stock market just set a record for the longest bull market period in history. A bull market is...
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