performance - Oak Street Investments

2020…A Decade to Remember

By Jacob Milder, CFP®, ChFC® | January 26, 2021

Living through 2020 felt like living through an entire decade. I’ll leave it to you to decide which decade you’d like to relive, but I’m going for the 1960s – though maybe skimming a few years from the late 60s and adding them to the late 50s.

Evaluating Portfolio Performance – Part 1

By Jacob Milder, CFP®, ChFC® | February 25, 2020

This article will help you understand the risk/reward trade-offs inherent to investing, and put your portfolio performance into context so you can have a better, more informed and smoother investment experience.