And Market Volatility is Back!

And Market Volatility is Back!

 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 be a very different year. January delivered exceptionally good performance for stock markets around the world. Bonds, conversely, had negative performance to start the year due largely to the expectations of rising interest rates. After peaking on January 26, 2018, the stock markets around the world have now given up all of their gains from earlier this year. The reversal of the market direction has not been enjoyable for investors, but it is more no ...

Key Tax Numbers for 2018

Key Tax Numbers for 2018

 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 and numbers for 2017.  Oak Wealth Advisors hopes this will be a valuable resource for you in understanding the new Tax Cuts and Jobs Act legislation and how it may impact your planning.  We look forward to answering any questions you may have and continuing to be a resource for you. Key Tax Numbers for 2018 ...

2018  – You are off to a great start!

2018 – You are off to a great start!

 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 corporate stimulus in the form of lower taxes and less regulation. We would be surprised if the global stock markets do not deliver double-digit returns again in 2018. That being said, when consumer confidence rises to high levels as it has recently, the corresponding complacency can lead investors to take excessive risks. When you take excess investment risks, you increase your exposure to bigger losses when the s ...