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SPECIAL NEEDS
FINANCIAL PLANNING FIRM*
Special Needs
Special Needs Services
Special Needs Resources
Blog
Top 10 Recommendations
Presentation Calendar
Our Podcasts
Special Needs Advice Videos
In The Media
Fiduciary Wealth Management
Our Principles
Core Concepts & Services
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Our People
In The Media
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Subscribe to E-Newsletter
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Posts filed under: Deep Rooted Thoughts Archive
Deep Rooted Thoughts Archive
2024 Deep Rooted Thoughts
Deep Rooted Thoughts Archive
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Market Update – June 2024
by
Oak Wealth Advisors Team
July 16, 2024
2024 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
0
...
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Market Update – May 2024
by
Oak Wealth Advisors Team
June 18, 2024
2024 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
0
May was a great month in the market, listen as Mike Walther breaks down some of the numbers and shares...
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First Quarter Market Update | Video
by
Oak Wealth Advisors Team
April 15, 2024
2024 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
0
In our 1st Quarter Market Update, Mike Walther discusses the current state of the market and the returns we have...
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2024 IRA Distribution Rules from Oak Wealth Advisors | Video
by
Oak Wealth Advisors Team
April 15, 2024
2024 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
0
IRA distribution rules have changed several times over the past several years so we want to make sure that you...
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Election Impact on Investment Market Performance February 2024
by
Oak Wealth Advisors Team
February 8, 2024
2024 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
0
Curious about the market impact of this year's upcoming elections? Mike Walther breaks down the data findings and offers insights...
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Oak Wealth Advisors Market Predictions Video | January 2024
by
Oak Wealth Advisors Team
January 17, 2024
2024 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
Watch Video - Mike Walther of Oak Wealth Advisors explains - Predictions about future investment market performance often have more...
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2024 Key Financial Numbers
by
Oak Wealth Advisors Team
January 3, 2024
2024 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
0
Below you will find a link to our 2024 Key Financial Numbers document. This document is meant to serve as...
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How and Why you Should Freeze Your Credit
by
Oak Wealth Advisors Team
December 21, 2023
2023 Deep Rooted Thought
,
Deep Rooted Thoughts Archive
0
Mike Walther of Oak Wealth Advisors explains the important reasons on how and why to go about freezing your credit....
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Market Update December 2023
by
Oak Wealth Advisors Team
December 21, 2023
2023 Deep Rooted Thought
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Deep Rooted Thoughts Archive
0
First, I wanted to touch on recent market events. As many of you may have seen in the news and...
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September 2023 Market Recap
by
Oak Wealth Advisors Team
October 18, 2023
2023 Deep Rooted Thought
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Deep Rooted Thoughts Archive
0
In this video, I, Ryan McGuire, Senior Consultant at Oak Wealth Advisors, provide a recap of the market performance in...
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Market Update September 2023
–SECURE Act Planning Opportunities–
by
Oak Wealth Advisors Team
October 2, 2023
2023 Deep Rooted Thought
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Deep Rooted Thoughts Archive
0
In this video, I provide an update on planning opportunities created by the Secure Act that may be relevant to...
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August 2023 Market Update from Oak Wealth Advisors
by
Oak Wealth Advisors Team
September 12, 2023
2023 Deep Rooted Thought
,
Deep Rooted Thoughts Archive
0
In this video, I, Ryan McGuire, Senior Consultant with Oak Wealth Advisors, provide an update on the market for August...
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