Entries by Ryan Hughes

Recession Indicators


Rising Rates and Flattening Yield Curves
Many economists and portfolio managers like to cite consumer spending, current GDP readings, and the unemployment rate as a sign that things are going well here in the U.S. However, these three indicators are either coincident or lagging indicators. They tell us nothing about what is likely to happen with our economy in the...

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...