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Posts filed under: 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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Ideally, wealth creation would proceed on a path of steady growth.  However, investment risks exist which require patience, conviction, and...
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Changes in longevity require changes in our expectations about retirement savings. In the early 1900s, the average life expectancy of...
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As most people know, Oak Wealth Advisors does not invest based on predictions.  Instead, we focus on disciplined investing which...
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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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Everyone would prefer the investment markets to make consistent gains without any periods of negative performance.  Unfortunately, that is not...
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Deciding when to begin receiving Social Security benefits is a major financial issue for anyone approaching retirement. There is a...
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The wisdom of Dr. Seuss is far reaching. One of his tales that is particularly relevant as we enter 2014...
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Financial matters are stressful for many, and Oak Wealth Advisors takes pride in minimizing these stresses for our clients.  While...
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Tapering, when used as a verb, means to grow gradually lean. However, the two times during the second quarter of...
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