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Posts filed under: Deep Rooted Thoughts Archive

To the extent that you would like to enhance your own data security, the three strongest recommendations we have are...
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Keeping your financial and personal data secure is very important to us.  We know how important it is to you. ...
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Below is the Oak Wealth Advisors Key Numbers document that has helped so many of our clients, friends, and fellow...
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As we approach the end of the third quarter, we want to update you on our views about the markets...
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While it will not be official until mid-October, it appears that Social Security benefits will be rising by 2.8% in...
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Wow! The stock market just set a record for the longest bull market period in history. A bull market is...
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We all enjoyed the investment markets in 2017. The values of investments climbed gradually throughout the year with almost no...
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While we await the 1099s that report our taxable investment income and taxable IRA distributions for 2017, I wanted to...
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In 2017, the investment markets delivered better than expected returns. As we begin 2018, the prospects remain good for another...
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Ever ridden in a car with worn-out shock absorbers? Every bump is jarring, every corner stomach-churning, and every red light...
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