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Dont Panic The Market Decline

Don’t Panic: The Market Decline

February 6, 2018

The previous couple of days have been volatile given the recent market decline. Within the past few days (Jan 26 –  Feb 5) the…

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How Does The New Tax Law Affect Me

The New Tax Law Changes Everything

January 13, 2018

If you’re wondering how the new tax law will affect you, you aren’t alone. In short, it means that your tax strategy is likely to…

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Will You Pay Higher Taxes Under The Gop Plan

Will You Pay Higher Taxes Under the GOP Plan?

December 8, 2017

Contrary to popular belief, according to our analysis, for those that live in a high income tax state, the proposed tax bills will likely…

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Should I Rollover My K

Should I Rollover My 401k?

November 16, 2017

Though clients come to Bull Oak for a variety of San Diego financial services, a common question we’re asked is “should I rollover my…

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Passive Investing – Dont Try To Beat The Index…

Why Passive Investing Works

October 16, 2017

It is well-documented that the vast majority of investors, whether financial advisors, hedge fund managers, individual investors, and even day traders, underperform the market….

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Is Bitcoin A Bubble

Is Bitcoin A Bubble?

September 2, 2017

Bitcoin, the world’s largest and most popular cryptocurrency, has recently dominated the news cycle. Numerous articles comment on how much money you would’ve made…

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Why Is Inflation Stubbornly Low

Why Is Inflation Stubbornly Low?

July 11, 2017

Global inflation has been stubbornly low for quite some time, creating a difficult situation for central bankers. Of course, central bank action is highly…

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All Roads Lead To Beijing Chinas Belt And Road Initiative

All Roads Lead To Beijing: China’s Belt and Road Initiative

May 13, 2017

What looks to be the single largest economic-development project in history, the Chinese-led Belt and Road Initiative will be officially unveiled in Beijing tomorrow at the…

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Hope Is Not A Long Term Strategy

Hope Is Not A Long-Term Strategy

April 2, 2017

If you find that your investment strategy is pinned on the hope that Congress will somehow pass economic-boosting legislation in a timely manner, you…

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