Skip to content

Category: Current Topics & Opinions


Receive Our Monthly Newsletter

*We will never sell or rent your personal information.

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…

Read More
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…

Read More
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…

Read More
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…

Read More
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…

Read More
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…

Read More
What Really Causes Inflation

What Really Causes Inflation?

November 17, 2021

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

Read More
Market Thoughts Turning To The Crystal Ball

Market Thoughts: Turning to the Crystal Ball

September 22, 2021

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…

Read More
Should I Invest In Bitcoin

Should I Invest in Bitcoin?

July 24, 2021

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

Read More

Ready to take the next step?

Schedule a Complimentary 15-Minute Phone Call to Learn More