The Bull Oak Capital Blog

It’s been a month since my last post was published. I apologize for the delay. My office flooded 2 weeks ago and I’ve been…

It is well known that there is considerable concern for the global economy. Red flags are flying high: credit spreads have widened, China is…

What a wild ride to begin 2016. The S&P 500 ended the month down -5.0%, though the index was down -9% on Jan 20th…

For this week’s newsletter, I talk about winning a wealth manager award and fiduciary responsibility. 2016 Five…

The first week of January was the worst on record. The S&P 500 index fell by -5.96% to close at 1922. The index is…

This is the time of the year when economists make their 2016 market projections. Of course, these projections are notoriously off-base. At the start…

Today, I was quoted in a US News & World Report articled titled, “Fixed Income Prospects After the Fed Rate Hike.” Here is the…

If the name Martin Shkreli doesn’t ring a bell, you’ve probably heard of him via his reputation. The 32 year-old is perhaps the most famous…

Oil has dominated headlines recently. The single most important commodity on the planet has been under significant pressure lately. If this doesn’t tell you…