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Category: Stocks & Bonds


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US – China Trade War: In For The Long Haul

August 6, 2019

There is no doubt about it. The US and China are in a full-blown trade war. And as a result, investors have seen the…

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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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Inheritance Planning San Diego

How to Invest an Inheritance | A 9-Step Guide

April 11, 2019

How to Invest an Inheritance – and More: A 9-Step Guide on What to Do With Inherited Money in San Diego …

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Economic Slowdown Heightens Risk

Economic Slowdown?

March 25, 2019

The S&P 500 is 4.5% from its all-time high. After a very scary December, where the market fell by -9%, global equities have posted…

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Financial Freedom Bull Oak

How to Retire Early in San Diego – A Guide to Early Retirement in Southern California

March 12, 2019

There’s a movement of early retirement seekers called FIRE or Financial Independence Retire Early. Retiring early is achievable, even easy, in many lower cost-of-living…

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Investing After Retirement

Investing After Retirement

February 1, 2019

If you are nearing retirement, or are already retired, chances are pretty good that you are keeping a close eye on your portfolio. Retirement…

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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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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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The Feds Musical Chairs

The Fed’s Musical Chairs

August 9, 2016

Today’s marketplace is a peculiar one. When I look at the current market, I like to think that it is similar to the children’s…

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