Blog
A Valentine’s Day Gift
December’s market selloff- or rather, January’s recovery, provided investors with a tremendous gift. We now have the rare opportunity to reassess our portfolio and perhaps more importantly, our behavior and tolerance for risk, without the usual triggers for such evaluation; namely significant loss of capital. As many studies have shown, the vast majority of investors…
Read MoreFilling Your Tax Bucket
How do you recognize 300K of capital gains in your taxable account without paying taxes? This article addresses this question and explains, in simple terms, how our tax system works.
Read MoreRobbed…by the Sheriff: How to Avoid Being Scammed
Here are two examples of how people close to me were scammed and some steps you can take to protect yourself from something similar happening to you! It Starts with an Unexpected Call. Last week, my friend’s schedule was upended when she received a call from the county Sheriff’s office stating that she…
Read MoreTax Cut and Jobs Act (TCJA)… translated into non-tax speak
Every once in awhile, Congress does… well… something. Despite efforts by both parties at times, Congress managed to pass legislation in late December of last year that will have a real impact on most Americans. These changes, which took effect January 1st of 2018, will, in many cases, mean reduced tax rates for most, though…
Read More8 Tips for Dealing With the Equifax Fallout
As you’ve probably heard, Equifax, a now-shortened leg of the oligopolistic credit agency tripod, was hacked months ago. Although the public continues to learn more bit by bit, the lights were only recently turned on- only after executives allegedly unloaded stock upon learning of the breach, though before sharing it with the public. Let’s give…
Read MoreWho’s In Charge Here?
All financial planners, investment advisors, wealth managers (insert word for money, followed by a word for a person) are registered with either a Broker-Dealer or a Registered Investment Advisor (RIA or IA). Individuals who work for a Broker Dealer are referred to as Registered Representatives while those working for a Registered Investment Advisor are, confusingly,…
Read MoreTop 5 Reasons You Need a Financial Advisor
I’m often asked if it’s really necessary to work with a financial advisor – yes, there are people who ask financial advisors if it’s necessary to work with financial advisors!
Read MoreOak Street Investments Launches
Welcome to Oak Street Investments and thank you for spending time on our site. We’ll use this section to post information about the markets, investments, changing regulations, general financial planning advice, best practices and I suspect- random musings completely unrelated to the world of personal finance. Occasionally we’ll insert our opinions and interpretations, but we’ll do…
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