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Oak Wealth Advisors' Publications | Blog
Read our publications from the Archives
Oak Wealth Advisors’ Publications | All
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A Rough 2022 Creates Investment Market Optimism Going Forward
by
Oak Wealth Advisors Team
January 10, 2023
2023 Deep Rooted Thought
,
Deep Rooted Thoughts Archive
0
Nobody has the ability to accurately forecast the future of investment markets, so we are...
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Key Numbers for 2023
by
Oak Wealth Advisors Team
December 1, 2022
2022 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
We want to assist individuals and families with achieving their planning goals for 2023. Below...
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Help! My Daughter Is Demanding Her Independence
by
Oak Wealth Advisors Team
November 23, 2022
The Special Needs Advisory
0
Has anyone experienced raising a child where no matter what parental advice is offered, they...
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A Brutal Year Creates Great Opportunities for Fixed Income Investing
by
Oak Wealth Advisors Team
October 19, 2022
2022 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
Historically, diversifying investments between stocks and bonds has reduced portfolio volatility and more importantly has...
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Around Town with Mike Walther
by
Oak Wealth Advisors Team
October 8, 2022
In The Media-Articles
0
Oak Wealth Advisors own Mike Walther made a special visit to the Crumbl cookie store...
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Down Syndrome Awareness Month – A Homecoming Celebration!
by
Oak Wealth Advisors Team
October 3, 2022
The Special Needs Advisory
0
...
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Strategies for a Successful School Year
by
Oak Wealth Advisors Team
August 30, 2022
The Special Needs Advisory
0
Parents can play an important role in their child’s education by developing a strong partnership...
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Does a Recession Cause Stock Prices to Fall?
by
Oak Wealth Advisors Team
August 16, 2022
2022 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
0
Does a Recession Cause Stock Prices to Fall? Does a Recession Mean That Our Investment...
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ABLE Account Updates | August 2022
by
Oak Wealth Advisors Team
August 3, 2022
The Special Needs Advisory
0
To celebrate ABLE to Save Month, Oak Wealth Advisors would like to share a few...
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Effective Use of ABLE Accounts
by
Oak Wealth Advisors Team
August 2, 2022
In The Media-Articles
0
Here’s how ABLE accounts, special needs trusts differ, and how they can work together –...
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988 and The National Suicide Prevention Lifeline
by
Oak Wealth Advisors Team
July 12, 2022
Special Needs Services
,
The Special Needs Advisory
0
New National 988 Mental Health Crisis Number is Going Live! Beginning July 16th, any individual...
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Reasons to Stay Invested During Recessions
by
Oak Wealth Advisors Team
June 21, 2022
2022 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
Many stories have been written recently suggesting the economy is headed into a recession. Given...
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Planning for Progress and Summer Fun
by
Oak Wealth Advisors Team
June 6, 2022
The Special Needs Advisory
0
Here are suggestions for summer supports and services your family may be interested in pursuing: Extended...
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Oak Wealth Advisors Featured on CNBC
by
Oak Wealth Advisors Team
May 24, 2022
In The Media-Articles
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The Special Needs Advisory
0
CNBC article summarizing the importance of special needs trusts. Below is link to a recent...
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FREE FOOD?
by
Oak Wealth Advisors Team
May 20, 2022
The Special Needs Advisory
0
With food prices soaring, is your loved one with special needs taking advantage of their...
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