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Award Winning Special Needs Financial Planning Firm*
Special Needs
Special Needs Services
Special Needs Resources
Blog
Top 10 Recommendations
Presentation Calendar
Our Podcasts
In The Media
Fiduciary Wealth Management
Our Principles
Core Concepts & Services
Our Deep Rooted Thoughts
Our People
Our People
Contact • Locations
FAQ
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Posts filed under: Investment Principles
Deep Rooted Thoughts Archive
2018 Deep Rooted Thoughts
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New Stock Market Record – Now what?
by
Oak Wealth Advisors Team
August 28, 2018
2018 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
,
Investment Principles
0
Wow! The stock market just set a record for the longest bull market period in history. A bull market is...
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Trends in College Pricing 2014-15
by
Oak Wealth Advisors Team
December 15, 2014
Investment Principles
0
Between 2013-14 and 2014-15, average published tuition and fee prices increased by 2.9% for in-state students in the public four-year...
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Diversified Portfolio Provides Better Long-Term Results
by
Oak Wealth Advisors Team
April 30, 2014
2014 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
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Investment Principles
0
Everyone would prefer the investment markets to make consistent gains without any periods of negative performance. Unfortunately, that is not...
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