About Oak Wealth Advisors

Oak Wealth Advisors was founded to provide families with special needs members with experienced and objective financial advice and investment management services that have traditionally been available only to very wealthy families and institutions.

A Fiduciary Financial Services Firm FORM CRS

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info@oakwealth.com
847-945-8888
836 Skokie Boulevard, Northbrook, IL 60062
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Posts filed under: 2012 Deep Rooted Thoughts

Municipal bonds, defaults, and the fiscal cliff

Most investors have some municipal bonds in their portfolios, either through individual holdings, mutual funds, or exchange traded funds.  Municipal...
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Sell in May and go away

This old Wall Street adage came about as a description of how many traders on Wall Street would take summer...
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Volatility reduction is essential to wealth maintenance and growth

Spring has officially arrived, flowers are blooming, and our 2012 investment returns have everyone in a good mood.  In fact,...
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I’ll Get To It Before I Die

The familiar refrain of:  “I’ll get to it before I die,” can often be applied to our personal record keeping. ...
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Headline makers or money makers?

It is always tempting to believe that the grass is greener on the other side of the fence. Investors who...
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