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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…Read More
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…Read More
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…Read More
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…Read More
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….Read More
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…Read More
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…Read More
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…Read More
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…Read More