The Bull Oak Capital Blog

There is very little doubt that the U.S. economy narrowly avoided a recession this year. We faced numerous concerns that threatened economic growth, and…

What is tax-loss harvesting? In its purest form, tax-loss harvesting is designed to save you money on your realized taxes today…

This year-end financial planning checklist is the perfect tool for ensuring that your habits line up with your financial goals. We’ll cover a range…

You can never have too much information on Social Security. Brody Rosenfeld is on the Solid Financial Advice podcast today to help me dissect…

Year-end is the ideal time to take stock of your finances and match them up with your goals and aspirations. Making a few strategic…

Some of the most famous investment advisors out there are involved in Active Fund Management – big name people like Warren Buffett and George…

There are many roads you could take to become a financial professional and my road was one that didn’t necessarily seem like the natural…

There is a lot of talk in financial circles about the inverted yield curve and how it might be indicating bleak economic times ahead….

A recent article discussing why college is so expensive had me thinking as to the true reasons. With two young children and many clients…