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Posts filed under: Deep Rooted Thoughts

Below is the Oak Wealth Advisors Key Numbers document that has helped so many of our clients, friends, and fellow professionals with their planning.  If you have any questions about...
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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 –...
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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....
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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...
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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...
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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...
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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...
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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...
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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...
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– 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...
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