Our Deep Rooted Thoughts

Nobody has the ability to accurately forecast the future of investment markets, so we are not going to try with our 2023 market perspectives letter. Instead, we are going to highlight where the investment markets are relative to recent history and what those positions suggest about their relative attractiveness going forward.

As bad as 2022 was for both stocks and bonds — it was the worst year we have experienced for the combined categories in several decades —

We want to assist individuals and families with achieving their planning goals for 2023. Below you will find a link to our 2023 Key Numbers document. This quick reference guide…

Historically, diversifying investments between stocks and bonds has reduced portfolio volatility and more importantly has limited significant losses. In 2022, historically high inflation and significant interest rate increases imposed by the Federal Reserve have caused bond prices to fall dramatically. In short, neither stocks nor bonds have protected against market declines.
Looking forward, the higher interest rates now in place have created some attractive opportunities.

Does a Recession Cause Stock Prices to Fall? Does a Recession Mean That Our Investment Results Will Get Worse? Short answer – probably not.The longer answer reflects the importance of expectations. As we know, an economy in a recession, defined as at least two quarters of negative economic growth, is not good for businesses. It is also not good for employees because as businesses struggle, unemployment usually rises.

Many stories have been written recently suggesting the economy is headed into a recession. Given that most recessions are officially diagnosed about a year after they are over, we wanted to share investment results from recent recessions and in the years immediately following them.

Welcome to the second quarter of 2022! Reflecting back on the first quarter, it could have been much worse for the investment markets. Earlier this month, Fortune Magazine ran an…

We are so proud of our clients! Not one of you emailed last week panicking about your portfolio. Russia is invading Ukraine and nobody is panicking. We appreciate your confidence…

Tony Schneider adds his passion for serving others to the Oak Wealth Advisors team. Tony recently graduated with honors from DePaul University with a degree in Finance. Prior to graduation,…

We want to provide individuals and families with the information to achieve their planning goals for 2022. Below you will find a link to our 2022 Key Numbers. This document…

It has been so long since inflation has been above its long-term average level of 3.2% that it is worth discussing its impact. With the higher inflation level we are...

Ryan McGuire joins Oak Wealth Advisors in March of 2021 after spending nearly seven years working as a wealth manager within a large, multinational CPA firm. He brings his passion for serving families, like his own, who have loved ones with special needs. Embracing the mission of Oak Wealth Advisors, Ryan is looking forward to educating more families about planning opportunities and helping them maximize their resources.

The recent news about stock trading has generated a fair amount of confusion about how easy it is to make money in the stock markets. Individual investors, motivated by social…

We are grateful for the trust you have placed in us and thankful that you have survived what was a very difficult year. In our first 2021 communication to all…