Skip to content

The Bull Oak Capital Blog


Receive Our Monthly Newsletter

*We will never sell or rent your personal information.

How To Manage Concentrated Stock

How To Manage Concentrated Stock

January 21, 2021

Jason DeBolt, a 39-year old software engineer currently living in Los Angeles, recently announced on Twitter that he is officially retiring from the corporate…

Read More
2020 Year In Review

2020 – Year in Review

December 23, 2020

2020 has been difficult for everybody. My 85-year-old grandmother said it best, “I’ve been around a long time, and I don’t remember a period…

Read More
Raging Bull: The Economy & Market Under Joe Biden & A Covid Vaccine

Raging Bull: The Economy & Market Under Joe Biden & a COVID Vaccine

November 10, 2020

A lot has happened over the past week. We have gone through a significant election cycle within the past seven days, and we have…

Read More
Why Work With A True Fiduciary Advisor

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…

Read More
The Times They Are A-changin’ – Rethink Your Capital Plan

The Times They Are A-Changin’ – Rethink Your Capital Plan

October 4, 2020

American capitalism, as we know it, has changed. And with only three months left in 2020, it is time to rethink your capital plan….

Read More
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…

Read More
Universal Basic Income Bad Idea Poster

Universal Basic Income is a Bad Idea

July 26, 2020

There has been a lot of talk about Universal Basic Income (UBI) lately. It has recently resurfaced as former Presidential hopeful, Andrew Yang, called…

Read More
If California Were A Country

If California Were A Country

June 27, 2020

It is no secret that California is the largest and most productive state in the United States. Between Silicon Valley, Hollywood, agriculture, and tourism…

Read More
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…

Read More

Ready to take the next step?

Schedule a Complimentary 15-Minute Phone Call to Learn More