Great Oak Capital Partners - img oaktree icon white

Scroll down for commentary, important news, links to articles we like, and anything else we believe is worth reading.


Give us your email and we’ll send you what you need to know, as we post it.

Proposed Tax Changes

September 16, 2021The “American Families Plan” will be debated and finalized in the weeks to come. Here are the key proposed changes: New income tax brackets: New capital gains rates: 8% Net Investment Income Tax (NIIT): Certain high-income S-corporations will be subject to the NIIT, phased in, at thresholds of $400,000 for single filers and $500,000 for joint filers. New surtax: 3% will be added to the top income tax rate for those earning over $5 million, making the true new top rate 42.6% QBI: the maximum allowable Qualified Business Income deduction will be capped between $400,000 and $500,000. Back-door Roth Conversions: ... Read More

Think of It This Way

August 18, 2021The Uncommon Average Since 1926, the US stock market has returned 10% a year on average, but the road to 10% has been bumpy. Returns in any given year have ranged from as high as 54% to as low as -43%. In fact, the S&P 500 had a return within plus or minus 2% points of this 10% average in only 6 of the past 95 calendar years. This uncommon average of the stock market is similar to the uncommon average associated with LeBron James. LeBron has averaged 27 points, 7 assists, and 7 rebounds a game during his entire ... Read More

Cool Market Facts for Hot Summer Days

June 30, 2021#1. Don’t Wait for a Correction A person who invested $100 in the S&P 500 in 1960 and never sold would now have $43,132. An investor who employed a “buy the dips” strategy of buying in 1960, selling at new all-time highs, and waiting for a 10% correction before buying back, would have just $534. #2. How the Mighty Have Fallen In September 2000, General Electric was the world’s largest company, valued at almost $600 billion. Now, 21 years later, its value is $113 billion, about an 80% drop. What we’d always hear back then: “Just put your money in ... Read More

Do Downturns Lead to Down Years?

May 29, 2021See for yourself… US Market is represented by the Russell 3000 Index There’s always a drop coming. We don’t know when or by how much. But it’s coming…just like the next Tom Brady Super Bowl victory. What’s more important is the overall effect on our behavior of these yearly drops. Many people get spooked and sell, understandably. It can be scary. But it shouldn’t be surprising. What may be surprising is the resiliency. Every year, a drop. Yet 16 out of 20 led to a positive return for the year. Would you have guessed that? Drops are short term. Resiliency ... Read More

The Holy Grail

The Holy Grail is understanding what determines expected return. Leveraging quality proven data is key.

A Foundation Built on Great Ideas

Many of the greatest advancements in finance have come from academic research. Dimensional Fund Advisors is a pioneer in translating those discoveries into practical investment solutions for clients.