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Peak Inflation and Recession Debates

Peak Inflation & Recession Debates

August 12, 2022

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

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How Mega Backdoor Roth IRAs Work

How Mega Backdoor Roth IRAs Work

July 3, 2022

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…

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WELCOME TO STAGFLATION

Welcome to Stagflation

June 3, 2022

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…

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Why we stopped investing in china

Why We Stopped Investing in China

April 28, 2022

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…

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Why Work With A True Fiduciary Advisor

Why You Need To Work With A True Fiduciary Financial Advisor

March 17, 2022

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

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The Feds Impossible Situation

The Fed’s Problematic Situation

March 13, 2022

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…

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Russia Invades Ukraine

Russia Invades Ukraine

February 24, 2022

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…

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Introducing Peter Campbell

Introducing Peter Campbell

February 15, 2022

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

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2022 Looking Forward Bull Oak Capital

2022: Looking Forward

December 29, 2021

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

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