I greatly appreciate your patience with your investment portfolio during these stressful times. As I have been explaining, the most...
This week has seen the world stock markets reverse from all-time highs into negative performance for 2020. Despite the volatility...
SECURE Act Summary Passed on December 20, 2019, the SECURE Act has a number of provisions that may impact your...
To the extent that you would like to enhance your own data security, the three strongest recommendations we have are...
Keeping your financial and personal data secure is very important to us. We know how important it is to you. ...
Below is the Oak Wealth Advisors Key Numbers document that has helped so many of our clients, friends, and fellow...
As we approach the end of the third quarter, we want to update you on our views about the markets...
While it will not be official until mid-October, it appears that Social Security benefits will be rising by 2.8% in...
Wow! The stock market just set a record for the longest bull market period in history. A bull market is...
We all enjoyed the investment markets in 2017. The values of investments climbed gradually throughout the year with almost no...