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Posts filed under: Deep Rooted Thoughts

Financial matters are stressful for many, and Oak Wealth Advisors takes pride in minimizing these stresses for our clients.  While alleviating the stress associated with the holidays is not our...
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Tapering, when used as a verb, means to grow gradually lean. However, the two times during the second quarter of 2013 when tapering was used as a verb by Chairman...
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If only it was as easy as just saying we were going to stop making bad decisions… We make decisions every day.  While most of them have insignificant consequences, the...
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2012 is a year for which Oak Wealth Advisors will always be particularly proud. Almost all of our clients enjoyed portfolio performance that exceeded their custom benchmarks on an after-expense...
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Most investors have some municipal bonds in their portfolios, either through individual holdings, mutual funds, or exchange traded funds.  Municipal bonds are generally considered among the safest investments.  That viewpoint...
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This old Wall Street adage came about as a description of how many traders on Wall Street would take summer vacations and did not want to be holding stocks when...
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Spring has officially arrived, flowers are blooming, and our 2012 investment returns have everyone in a good mood.  In fact, the investment returns this year are far better than we...
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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.  We all know it is important, it can simplify things...
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It is always tempting to believe that the grass is greener on the other side of the fence. Investors who succumb to this temptation chase the latest tip or invest...
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In early November, I had the pleasure of having lunch with Bill Strauss, the Senior Economist and Economic Advisor at the Federal Reserve Bank of Chicago.  As the lead economist...
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