We wanted to update you on the first 100 days of the year at Oak Wealth Advisors. It has...
– Better than nothing, but just barely… Regardless of whom our next President is, for 2017, Social Security recipients will...
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...
The Senior Citizens Freedom to Work Act, passed in 2000, allowed seniors to continue working while receiving Social Security benefits....
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...