When it comes to retirement spending, everyone wants a simple rule for how much of their savings they can safely...
Ideally, wealth creation would proceed on a path of steady growth. However, investment risks exist which require patience, conviction, and...
Changes in longevity require changes in our expectations about retirement savings. In the early 1900s, the average life expectancy of...
As most people know, Oak Wealth Advisors does not invest based on predictions. Instead, we focus on disciplined investing which...
Accountability is important. It is for this reason we have been disappointed by the media’s failure to hold their “experts”...
Everyone would prefer the investment markets to make consistent gains without any periods of negative performance. Unfortunately, that is not...
Deciding when to begin receiving Social Security benefits is a major financial issue for anyone approaching retirement. There is a...
The wisdom of Dr. Seuss is far reaching. One of his tales that is particularly relevant as we enter 2014...
Financial matters are stressful for many, and Oak Wealth Advisors takes pride in minimizing these stresses for our clients. While...
Tapering, when used as a verb, means to grow gradually lean. However, the two times during the second quarter of...
