ABLE accounts, which we have strongly recommended for several years, now have the additional benefit...
Wow! The stock market just set a record for the longest bull market period in...
From Randi Gillespie of Oak Wealth Advisors A few years back, I penned an article...
One of the core missions of Oak Wealth Advisors is to improve the lives of...
Having a mental illness presents challenges in individuals’ lives, but it should not define their...
We all enjoyed the investment markets in 2017. The values of investments climbed gradually throughout...
While we await the 1099s that report our taxable investment income and taxable IRA distributions...
As we start 2018, there are now 31 states offering ABLE accounts and 23 of...
In 2017, the investment markets delivered better than expected returns. As we begin 2018, the...
‘SET HIGH GOALS’ About 11 years ago, financial planner Mike Walther enjoyed a good lifestyle,...
On Wednesday, March 22, 2017, the special needs community was able to breathe a collective...
We were honored to be asked by Make It Better Magazine to provide advice about...
