The Wealth Fix Newsletter

I am very excited to share that Bull Oak Capital is growing! Peter Campbell has joined the firm as our Lead Advisor, where he…

After another year of impressive returns, investors face a more challenging road ahead. Valuations have rarely been higher, and inflation is expected to continue…

If California were a country, it would immediately be a global force to be reckoned with. It is no secret that California is the…

There is a lot of confusion out there about what really causes inflation. Many economists, including economic advisors to President Biden and the Federal…

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…

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…

After a -50%+ decline in the price of bitcoin, is it time for you to consider adding a position into the cryptocurrency? After capturing…

Knowing where you stand financially is important, no matter what stage of life you are in. Most important among all financial indicators is your…

Those in Washington have adopted a risky mindset regarding our fiscal policy. It now appears to be okay for our government to spend as…