The Bull Oak Capital Blog

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…

If you are a parent you know that higher education is expensive – so how do you plan to pay for college for your…

Most people understand the basics about the stock market and the economy – but few people have a deep enough knowledge of the two…