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Oak Wealth Advisors’ Publications | All

In the special needs community, the end of supports through the school district can be a frightening time for families....
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The following is my reflection on the journey we have been on at Oak Wealth Advisors since our inception ten...
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While it will not be official until mid-October, it appears that Social Security benefits will be rising by 2.8% in...
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ABLE accounts, which we have strongly recommended for several years, now have the additional benefit of providing an Illinois state...
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Wow! The stock market just set a record for the longest bull market period in history. A bull market is...
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From Randi Gillespie of Oak Wealth Advisors A few years back, I penned an article about my youngest child, Liam...
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One of the core missions of Oak Wealth Advisors is to improve the lives of families with special needs members....
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Having a mental illness presents challenges in individuals’ lives, but it should not define their lives. The same could be...
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We all enjoyed the investment markets in 2017. The values of investments climbed gradually throughout the year with almost no...
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While we await the 1099s that report our taxable investment income and taxable IRA distributions for 2017, I wanted to...
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As we start 2018, there are now 31 states offering ABLE accounts and 23 of them are accessible to residents...
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In 2017, the investment markets delivered better than expected returns. As we begin 2018, the prospects remain good for another...
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‘SET HIGH GOALS’ About 11 years ago, financial planner Mike Walther enjoyed a good lifestyle, working for an advisory firm...
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Ever ridden in a car with worn-out shock absorbers? Every bump is jarring, every corner stomach-churning, and every red light...
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We wanted to update you on the first 100 days of the year at Oak Wealth Advisors. It has...
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