The Bull Oak Capital Blog

Today’s marketplace is a peculiar one. When I look at the current market, I like to think that it is similar to the children’s…

Brexit “Black Friday” cost investors over $2 trillion in market wealth (CNBC) as global stocks fell -5.4%. Here in the U.S., the S&P 500…

The S&P 500 is yet again trying to reach its all-time high (reached a year ago, May 2015). As I write this, the index…

Prince died unexpectedly in Minnesota on April 21st, and the cause of his death is still a mystery. There are reports that Prince died…

Is it a bull or is it a bear? The past 18 months have left a number of investors asking this very question. Since…

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…