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Special Needs Services
Special Needs Resources
Special Needs Advisories
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Posts filed under: Deep Rooted Thoughts Archive
Deep Rooted Thoughts Archive
2017 Deep Rooted Thoughts
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Oak Wealth Advisors’ First 100 Days of 2017
by
Oak Wealth Advisors
April 4, 2017
2017 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
We wanted to update you on the first 100 days of the year at Oak Wealth Advisors. It has...
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2017 Social Security Benefits Update
by
Oak Wealth Advisors
October 26, 2016
2016 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
– Better than nothing, but just barely… Regardless of whom our next President is, for 2017, Social Security recipients will...
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How Can I Minimize the Taxes on My IRA Account?
by
Oak Wealth Advisors
March 31, 2016
2016 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
IRAs and qualified retirement plans like 401(k)s, 403(b)s, and 457(b)s are among the most tax-inefficient assets to leave your...
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End of the Road Coming for Social Security Strategies
by
Oak Wealth Advisors
November 7, 2015
2015 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
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The Special Needs Advisory
The Senior Citizens Freedom to Work Act, passed in 2000, allowed seniors to continue working while receiving Social Security benefits....
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What retirement spending rate is safe?
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Oak Wealth Advisors
October 19, 2015
2015 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
When it comes to retirement spending, everyone wants a simple rule for how much of their savings they can safely...
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Calming Fears About Rising Interest Rates
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Oak Wealth Advisors
September 18, 2015
2015 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
Ideally, wealth creation would proceed on a path of steady growth. However, investment risks exist which require patience, conviction, and...
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The Longer Investment Horizon
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Oak Wealth Advisors
March 25, 2015
2015 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
Changes in longevity require changes in our expectations about retirement savings. In the early 1900s, the average life expectancy of...
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15 Thoughts for 2015
by
Oak Wealth Advisors
February 9, 2015
2015 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
As most people know, Oak Wealth Advisors does not invest based on predictions. Instead, we focus on disciplined investing which...
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Oak Wealth Advisors and Accountability
by
Oak Wealth Advisors
December 20, 2014
2014 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
Accountability is important. It is for this reason we have been disappointed by the media’s failure to hold their “experts”...
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Diversified Portfolio Provides Better Long-Term Results
by
Oak Wealth Advisors
April 30, 2014
2014 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
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Investment Principles
Everyone would prefer the investment markets to make consistent gains without any periods of negative performance. Unfortunately, that is not...
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