The Bull Oak Capital Blog

Finances in relationships can be a large source of stress and conflict, especially during market downturns. Developing a budget and deciding where money is…

The media is swirling with half-truths and myths about the Coronavirus—Covid-19—and how it will impact the general public. Their scare tactics have the population…

Wow, what a week. Global equity markets sold off in dramatic fashion. The S&P 500 closed down -11% and the Dow -12%. …

I was recently interviewed by Tyrone Ross for the Human Advisor podcast. This podcast is dedicated to highlighting how modern advisors across the United…

 Do you know your why? Consultant and executive coach, Darren Reinke, joins me today to discuss money, freedom, and the…

How your IRA, 401(k), and other saving plans are affected by the SECURE Act Since Congress passed the Setting Every Community…

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…