Ryan Hughes

Entries by Ryan Hughes

The Four Recession Indicators


Rising Rates and Flattening Yield Curves
Rising interest rates and a flattening yield curve are some things to be concerned about. While the current situation is not dire, inflation is rising and the yield curve is flattening. If these two indicators continue to deteriorate, it might precede a recession. However, our strategic portfolio management in San Diego can help you make...

Importance of A Fiduciary Financial Advisor


Is there a difference between a financial advisor, a financial consultant, and a wealth manager? What about a financial planner, a registered representative, and an investment advisor representative? Do these titles really help the average investor distinguish between proficiency and job function? The answer is, unfortunately, no. These titles do nothing more than to...

Should I Rollover My 401k?


Though clients come to Bull Oak for a variety of San Diego financial services, a common question we’re asked is “should I rollover my 401k?” The answer is, perhaps. For most, it makes sense to roll your mutual funds out of a 401k (this includes a 403b, 401a, or whatever type the deferred employer plan...