Category: Financial Planning & Budgeting
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How Much Does a Financial Advisor Cost?
November 5, 2018
When selecting a financial advisor, one of the most important considerations for many individuals is how much the service will cost them. Understanding the…Read More
Rising Interest Rates and its Effects
February 25, 2018
After nearly a decade of speculation, interest rates have finally began to increase as inflation has started to pick up (about time). The impact…Read More
Should I Rollover My 401k?
November 16, 2017
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…Read More
Rental Income and Retirement Planning
November 3, 2016
While there are many options for San Diego financial services, real estate questions are frequent and it’s important to consult a financial advisor when…Read More
Who Will Inherit Prince’s Estate?
May 3, 2016
Prince died unexpectedly in Minnesota on April 21st, and the cause of his death is still a mystery. There are reports that Prince died…Read More
2016 Five Star Wealth Manager Award
January 22, 2016
For this week’s newsletter, I talk about winning a wealth manager award and fiduciary responsibility. 2016 Five…Read More
While China Weighs on All, the Western World Recovers (sort of), and the Fed Looks to Raise Rates
August 4, 2015
Within the past few weeks, things have been looking moderately better in the U.S. and Europe. U.S. GDP is reporting stronger growth and European…Read More