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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
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
If California Were A Country
December 28, 2021
If California were a country, it would immediately be a global force to be reckoned with. It is no secret that California is the…Read More
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
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
The China Evergrande Problem
September 20, 2021
I wanted to write a quick letter sharing my thoughts regarding today’s market sell-off. Worries about spreading troubles from China’s property market have crept…Read More
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
What’s Your Net Worth? Where Do You Stand Financially?
June 10, 2021
Knowing where you stand financially is important, no matter what stage of life you are in. Most important among all financial indicators is your…Read More
Deficit Spending & Future Concerns
June 2, 2021
Those in Washington have adopted a risky mindset regarding our fiscal policy. It now appears to be okay for our government to spend as…Read More