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Special Needs Resources
Special Needs Advisories
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Posts filed under: 2020 Deep Rooted Thoughts
Deep Rooted Thoughts Archive
2020 Deep Rooted Thoughts
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2021 Key Numbers | A Giving Tuesday Gift For Your 2021 Planning
by
Oak Wealth Advisors
December 1, 2020
2020 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
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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Cybersecurity Advice – Freeze your Credit
by
Oak Wealth Advisors
November 9, 2020
2020 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
We want to share a piece of cybersecurity advice. FREEZE YOUR CREDIT. There are three primary credit bureaus, and we...
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Reporting Changes
by
Oak Wealth Advisors
August 28, 2020
2020 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
As we have experienced in recent months, technology is becoming increasingly important in all aspects of our lives. Technology has...
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Things are looking up…
by
Oak Wealth Advisors
August 25, 2020
2020 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
As summer comes to an end and students attempt to return to school, we want to update you on what...
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Schwab Purchase of TD Ameritrade Update
by
Oak Wealth Advisors
June 10, 2020
2020 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
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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Oak Wealth Advisors Commentary on Social Justice
by
Oak Wealth Advisors
June 3, 2020
2020 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
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The Special Needs Advisory
Our Views on Social Justice The status quo will not do. As a firm that views itself as a pioneer...
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Time to make lemonade from the lemons
by
Oak Wealth Advisors
March 24, 2020
2020 Deep Rooted Thoughts
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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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Some Thoughts About The Stock Market Recovery
by
Oak Wealth Advisors
March 13, 2020
2020 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
I greatly appreciate your patience with your investment portfolio during these stressful times. As I have been explaining, the most...
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Smart Investors Don’t Panic Even When the News is Unsettling
by
Oak Wealth Advisors
February 28, 2020
2020 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
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 Planning Opportunities for 2020
by
Oak Wealth Advisors
February 17, 2020
2020 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
SECURE Act Summary Passed on December 20, 2019, the SECURE Act has a number of provisions that may impact your...
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