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Category: Investment Management


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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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Bull Oak Recession Cover Blog

Are We In A Recession?

December 21, 2018

December has been a particularly ugly month for stocks. The S&P 500 is down -11.7% for the month, -9.6% for the year, and -17.5%…

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Market Update Oct

Tightening Conditions & Slowing Economies

October 11, 2018

Yesterday’s market pullback was a fairly steep one. The S&P 500 fell by -3.29% and the NASDAQ fell by -4.1% as tech names led…

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Rising Interest Rates And Its Effects

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…

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Passive Investing – Dont Try To Beat The Index…

Why Passive Investing Works

October 16, 2017

It is well-documented that the vast majority of investors, whether financial advisors, hedge fund managers, individual investors, and even day traders, underperform the market….

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Is Bitcoin A Bubble

Is Bitcoin A Bubble?

September 2, 2017

Bitcoin, the world’s largest and most popular cryptocurrency, has recently dominated the news cycle. Numerous articles comment on how much money you would’ve made…

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Rental Income And Retirement Planning

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…

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Stocks And Bonds

Why should I own both stocks and bonds?

September 6, 2016

Have you ever wondered why most portfolios have a mix of stocks and bonds in their portfolio? Is there a reason why? The primary…

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Brexit Is A Big Deal

Brexit Is A Big Deal

June 26, 2016

Brexit “Black Friday” cost investors over $2 trillion in market wealth (CNBC) as global stocks fell -5.4%. Here in the U.S., the S&P 500…

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