Entries by Ryan Hughes

Are We In A Recession?


Bull Oak Recession Cover Blog
December has been a particularly ugly month for stocks. The S&P 500 is down -11.7% for the month, -9.6% for the year, and -17.5% from its peak on September 20, 2018. This has certainly been a not-so-gentile reminder that stocks are volatile. S&P 500 YTD PR So what caused this selloff? Are we in a...

What Is Estate Planning?


While there are many financial services and investment strategies to consider while you are young, estate planning is an important step that you should take to protect your assets. In short, estate planning gives you the opportunity to take real steps while you are alive to ensure that your family and loved ones are...

Is CNBC Biased? We Think So.


Is CNBC Biased
After eight months of research, we have determined that the financial news media site CNBC (www.cnbc.com) has a strong negative media bias, despite the day-to-day market performance or the relative strength of the economy. The Wall Street Journal (www.wsj.com), while better performing, exhibits a somewhat negative biased reporting as well. One would suspect that...

Why Retirement Planning Is Important


Do you know what your target retirement age will be? Have you assessed what your costs will be post-retirement? Have you thought about your healthcare costs and how you will cover them once you have transitioned off of an employer healthcare plan? If you have, you’ll have a firm understanding of how important retirement...

How To Choose a Financial Advisor


If you are in the market for financial advice, chances are you are considering working with a financial advisor. Making the right choice when it comes to financial advice and services can be challenging at times. Information about financial services are often conflicting or contradictory, and it can be difficult to separate fact from...

How Much Does a Financial Advisor Cost?


When selecting a financial advisor, one of the most important considerations for many individuals is how much the service will cost them. Understanding the total cost of the financial advisory services you are currently utilizing, or are planning to secure, is essential to attaining the best service for your unique needs. In this article,...

Tightening Conditions & Slowing Economies


Market Update Oct 2018
Yesterday's market pullback was a fairly steep one. The S&P 500 fell by -3.29% and the NASDAQ fell by -4.1% as tech names led the selloff. International markets continued the selloff after the U.S. market close. The main headline from CNBC immediately after yesterday's market close named this a "stock market slaughter." Today's action (as...