The Bull Oak Capital Blog

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…

Many investors still believe in the Santa Claus rally. Why not? It is a phenomenon that happens more often than not. The Santa Claus…

Within the past few weeks, things have been looking moderately better in the U.S. and Europe. U.S. GDP is reporting stronger growth and European…