By now, everyone is aware that we are living through the era of Artificial Intelligence. AI stock returns have been impressive. Businesses are changing the way they operate, realizing that many entry-level positions can be eliminated. Entire industries are being rebuilt from the ground up. Whether that’s progress or cause for concern is up for... The post The AI Arms Race appeared first on Bull Oak.| Bull Oak
Credit cards designed for people who spend a lot of cash become a conduit to a world of luxury. If your income is high and this type of spending works for you, they're something to consider as part of your wealth management strategy. Which cards deliver the most advantageous benefits for you?| Bull Oak
There is ample evidence that the economy has weakened and continues to do so. Most recently, the Bureau of Labor Statistics (BLS) reported that job growth between April 2024 and March 2025 was revised down by 911,000 from about 1.79 million to roughly 879,000. 911,000 is a massive revision figure. It’s the largest since 2000....| Bull Oak
I recently sat down with ABC 10News to share some thoughts on how investors can approach today’s stock and crypto markets. The key takeaway? Know what you are investing in and have patience. The point of investing is to prepare for the future. Not just your goals, but also to stay ahead of inflation. If...| Bull Oak
There are many things AI can do. But, AI can't support you physically and spiritually on your health journey. Here are 5 ways Christian community can support you.| Revelation Wellness
The U.S. is facing a colossal $37 trillion debt load, and the most likely strategy to address it may already be in motion—financial repression. In this post, we explore how the government could use negative real interest rates, inflation, and directed capital flow to reduce the debt burden while eroding the purchasing power of savers. Learn how this tactic has been used before, what signs to watch for, and how to position your assets to weather the storm.| Bull Oak
If California were a country, it would be the 5th largest economy in the world. We look at the reasons why this is.| Bull Oak
Whenever we onboard a new client, many are shocked to find that they have some of their money allocated to Chinese stocks. Most people have a smattering of U.S. stocks, S&P 500 index funds, an international fund, and even perhaps a REIT. Some have gains and some have losses. Our job is to find out...| Bull Oak
The best fee-only financial advisors in San Diego. Learn how to choose the right advisor and the important questions to ask when you meet with one.| Bull Oak