The Bull Oak Capital Blog

Have we hit peak inflation? The idea that this might be the case has lured investors back into risky assets over the past few…

There is a little-known strategy where one could save up to $40,500 into a Roth IRA per year. Sound too good to be true…

No doubt, inflation is on everyone’s mind. We feel the pain everywhere; the gas pump, the grocery stores, the housing market, etc. According to…

After much deliberation, we decided to remove our China equity exposure earlier this year. We have maintained a position in China’s equity market since…

Is there a difference between a financial advisor, a financial consultant, and a wealth manager? What about a financial planner, a registered representative, and…

Before Russia invaded Ukraine (hard to believe it was only three weeks ago), the Fed’s job was straightforward, albeit not easy. The Fed was…

Russia’s invasion of Ukraine has sent panic throughout the world and asset prices, rightfully so. Europe hasn’t seen conflict like this since WWII. Plus…

I am very excited to share that Bull Oak Capital is growing! Peter Campbell has joined the firm as our Lead Advisor, where he…

After another year of impressive returns, investors face a more challenging road ahead. Valuations have rarely been higher, and inflation is expected to continue…