847-945-8888
Now serving clients nationwide

Posts filed under: Deep Rooted Thoughts Archive

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