Category: Current Topics & Opinions

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…

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…

There is a lot of confusion out there about what really causes inflation. Many economists, including economic advisors to President Biden and the Federal…

No one can deny that the market has performed well lately. Since January 2020, global markets have posted impressive returns, even with the 2020 market…

After a -50%+ decline in the price of bitcoin, is it time for you to consider adding a position into the cryptocurrency? After capturing…