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Posts filed under: Deep Rooted Thoughts Archive

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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If only it was as easy as just saying we were going to stop making bad decisions… We make decisions...
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2012 is a year for which Oak Wealth Advisors will always be particularly proud. Almost all of our clients enjoyed...
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Most investors have some municipal bonds in their portfolios, either through individual holdings, mutual funds, or exchange traded funds.  Municipal...
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This old Wall Street adage came about as a description of how many traders on Wall Street would take summer...
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Spring has officially arrived, flowers are blooming, and our 2012 investment returns have everyone in a good mood.  In fact,...
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The familiar refrain of:  “I’ll get to it before I die,” can often be applied to our personal record keeping. ...
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It is always tempting to believe that the grass is greener on the other side of the fence. Investors who...
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In early November, I had the pleasure of having lunch with Bill Strauss, the Senior Economist and Economic Advisor at...
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