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Posts filed under: 2012 Deep Rooted Thoughts
Deep Rooted Thoughts Archive
2012 Deep Rooted Thoughts
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Municipal bonds, defaults, and the fiscal cliff
by
Oak Wealth Advisors
September 1, 2012
2012 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
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
by
Oak Wealth Advisors
June 1, 2012
2012 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
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
by
Oak Wealth Advisors
March 1, 2012
2012 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
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
by
Oak Wealth Advisors
February 1, 2012
2012 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
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?
by
Oak Wealth Advisors
January 3, 2012
2012 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
It is always tempting to believe that the grass is greener on the other side of the fence. Investors who...
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