847-945-8888
836 Skokie Boulevard, Northbrook, IL 60062

Posts filed under: Deep Rooted Thoughts

As we approach the end of the third quarter, we want to update you on our views about the markets and the positioning of investments in your portfolio. YES – 2019 has been another volatile year for the investment markets...
Continue Reading →
While it will not be official until mid-October, it appears that Social Security benefits will be rising by 2.8% in 2019.  This will be the largest cost-of-living adjustment since 2012. Assuming the 2.8% adjustment is implemented, those receiving a maximum...
Continue Reading →
Wow! The stock market just set a record for the longest bull market period in history. A bull market is defined as a period during which the market is rising without suffering a decline of 20% or more. Despite some...
Continue Reading →
We all enjoyed the investment markets in 2017. The values of investments climbed gradually throughout the year with almost no declines. In fact, 2017 was a historically calm year in terms of stock market volatility. 2018 is shaping up to...
Continue Reading →
While we await the 1099s that report our taxable investment income and taxable IRA distributions for 2017, I wanted to share with you our 2018 Key Numbers document that highlights all the new tax rates and details alongside the rates...
Continue Reading →
In 2017, the investment markets delivered better than expected returns. As we begin 2018, the prospects remain good for another year of solid investment results. Corporate profits are growing, unemployment is near all-time lows, and the recent legislation provides additional...
Continue Reading →
Ever ridden in a car with worn-out shock absorbers? Every bump is jarring, every corner stomach-churning, and every red light an excuse to assume the brace position. Owning an undiversified portfolio can trigger similar reactions....
Continue Reading →
We wanted to update you on the first 100 days of the year at Oak Wealth Advisors. It has been a momentous period that we feel has us well positioned to deliver the best possible client service in the...
Continue Reading →
– Better than nothing, but just barely… Regardless of whom our next President is, for 2017, Social Security recipients will be getting a .3% increase in their monthly checks.  (That is less than one-third of one percent, not three percent.)...
Continue Reading →
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 heirs. Distributions from IRAs and qualified retirement accounts are taxed as ordinary income and can be taxed up to...
Continue Reading →