Published - Oak Street Investments

2018 Market Review

By Jacob Milder, CFP®, ChFC® | February 4, 2019

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…

Filling Your Tax Bucket

By Jacob Milder, CFP®, ChFC® | June 12, 2018

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.