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Posts filed under: 2020 Deep Rooted Thoughts

Happy Giving Tuesday, In the spirit of giving, Oak Wealth Advisors would like to share with you our annual 2021 Key...
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We want to share a piece of cybersecurity advice. FREEZE YOUR CREDIT. There are three primary credit bureaus, and we...
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As we have experienced in recent months, technology is becoming increasingly important in all aspects of our lives. Technology has...
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As summer comes to an end and students attempt to return to school, we want to update you on what...
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More than six months after Schwab agreed to purchase TD Ameritrade, the U.S. Government anti-trust hurdles were cleared last week...
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Our Views on Social Justice The status quo will not do. As a firm that views itself as a pioneer...
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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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