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Posts filed under: Deep Rooted Thoughts

Throughout my career, I have found incredible consistency among the clients I have assisted in their desire to minimize their income taxes to the fullest extent allowed by the law....
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2009 is set to finish as one of the strongest years of investment market returns in history. Most every asset class will finish the year with a double digit return,...
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As the year comes to a close and we gather with family and friends to celebrate Thanksgiving, I hope all of us will take time to think about what we...
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With our children, we use discipline to help them improve their behavior. Applying discipline to financial decision making also provides benefits. While most people do not consider how their emotions...
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Everyone loves predictions! Unfortunately, it is human nature to be attracted to them like moths to flames. Consider that most people watch weather forecasts with high expectations for accuracy only...
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Numerous independent research reports and data from multiple sources suggest that the economy is emerging from the recession and the market recovery that started on March 9th is sustainable. In...
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While the media continues to remind the public of all the problems that still exist, the S&P 500 index has rallied over 35% from the low it set back on...
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No one can predict the future, but we did have some large positive advances in the stock market on very limited good news the week of March 9th.  In fact,...
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As Oak Wealth Advisors approaches its first 100 days of operations, it seems appropriate to reflect on what has transpired during the period and what lies ahead.  First, and foremost,...
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