The Latest News From Oak Street Investments
Read This Before Investing: The Investment Policy Statement
Enter the Investment Policy Statement or IPS. The IPS is not a contract and makes no guarantees. Rather, it articulate the types of investments (ingredients) and range of outcomes an investor should expect given their risk tolerance.
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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…
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2018 Market Review
As we reflect on 2018, it is tempting to sugarcoat the year by simply reporting that it was a record-setting year for stocks – because so many investors would rather quickly forget the end results. So here are the end results: 2018 was the worst year for stocks since 2008 and only the second year…
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Filling 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.
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Robbed…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…
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Tax 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…
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8 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…
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Winter is Coming… but When?
After a bruising final quarter of 2018, 2019 kicked off with a bang, with US Stock Markets finishing the first quarter up roughly 14% and US Bond Markets up nearly 3%. International Developed Markets and their less-developed emerging brethren also performed well, up 10.45% and 9.92% respectively. Unfortunately, those gains weren’t enough to push international markets…
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