There’s a new-ish investment strategy out there (new-ish to retail investors, at least), direct indexing, that’s gaining popularity among high-income earners. It seems to be on the radar of many people, as we’ve had numerous conversations with prospects and clients on this topic lately. Direct indexing, in a nutshell, is a pretty straightforward process: create... The post Why You Should Probably Avoid Direct Indexing at All Costs appeared first on Bull Oak.| 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
Sitting in cash out of fear? Learn why “playing it safe” can sabotage long‑term wealth, and how time in the market beats timing every time.| Bull Oak
Economic downturns can feel scary, especially when considering one’s own financial well-being. ‘If the market falls, can I retire on time?’ Or, ‘I’ve worked too hard to see my wealth disappear like this.’ Or, ‘If I lose my job, how far will that set me back?’Uneasiness is completely justified under dire economic conditions. However, if/when... The post Should You Invest During A Recession? appeared first on Bull Oak.| Bull Oak
Trump announced a sweeping tariff plan today, a date which he has dubbed “Liberation Day.” A full breakdown of the list of tariffs from the White House is below. These are some massive moves, ones that definitely change the status quo. China is hit with a reciprocal 34% tariff and the European Union a 20% tariff. The... The post Trump’s Big Bet appeared first on Bull Oak.| Bull Oak
This post explores the inevitable market drawdowns and the impact of protectionist policies on American manufacturing. It examines historical trends like the average intra-year decline in the S&P 500, debates over Trump's economic agenda, and the challenges facing blue-collar jobs in a globalized economy.| Bull Oak
In 1996, Warren Buffett said, “If you aren’t willing to own a stock for ten years, don’t even think about owning it for ten minutes.” While the truism is as valid today as ever, unfortunately, we’re seeing investors collectively contract investment impatience in a bid to optimize or maximize portfolio gains. Unfortunately, that meddling often...| Bull Oak
RSUs represent more than just an alternative form of compensation. They are a potential gateway to financial freedom and an essential asset in your investment portfolio. Whether you're at the helm of a startup or steering through the ranks of a tech giant, understanding restricted stock units is crucial for optimizing your financial strategy.| Bull Oak