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Category: Investment Management


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Fiduciary Advisor Bull Oak Capital

Why You Need To Work With A True Fiduciary Financial Advisor

October 28, 2020

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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Why Invest In Stocks – The Resiliency Of The Stock Market

Why Invest in Stocks – The Resiliency of the Stock Market

August 31, 2020

In my recent post, “3 Reasons Why Stocks are Up”, I discussed the unprecedented times we’re experiencing. The stock market is at record levels. Simultaneously, unemployment…

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Steve Deppe Solid Financial Advice

Steve Deppe – Market & Economy During COVID-19, Ep 13

June 14, 2020

In this episode of Solid Financial Advice, Steve Deppe joins host Ryan Hughes to discuss his career, day-to-day life, the stock market, and the…

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Reasons Why Stocks Are Up

3 Reasons Why Stocks Are Up

June 4, 2020

Despite a fragile yet recovering economy, stocks have continued to climb in May. We are undoubtedly experiencing the deepest recession since the Great Depression….

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Coronavirus

The Coronavirus and Your Portfolio

February 29, 2020

Wow, what a week. Global equity markets sold off in dramatic fashion. The S&P 500 closed down -11% and the Dow -12%. …

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Us Missed Recession Banner

The U.S. Economy Dodged A Bullet in 2019

December 22, 2019

There is very little doubt that the U.S. economy narrowly avoided a recession this year. We faced numerous concerns that threatened economic growth, and…

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Saavy Man Tax Loss Harvesting

Is Tax-Loss Harvesting Worth it? | The Ultimate Guide

December 5, 2019

What is tax-loss harvesting? In its purest form, tax-loss harvesting is designed to save you money on your realized taxes today…

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College Costs Rising

How to Get a College Education Without Mortgaging Your Future

September 16, 2019

A recent article discussing why college is so expensive had me thinking as to the true reasons. With two young children and many clients…

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image of man with questions marks

Why Invest in an ETF vs a Mutual Fund? Learn the Pros and Cons of ETF vs Mutual Fund Investing

May 22, 2019

If you are new to investing, it is easy to become overwhelmed. ETFs, mutual funds, IRAs, expense ratios, time value of money, etc. They…

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