Rooted Planning

The Red Oak Edge7 min read

Market Trends: What's Trending and What We're Doing About It

Markets shift. Headlines shout. We cut through the noise and share what we're actually seeing — and how we're positioning client portfolios in response.

Income Strategy6 min read

Three Tiers of Income: Guaranteed, Highly Likely, and Likely

A reliable retirement income plan isn't built on hope — it's built on layers. We walk through the three tiers every retiree should understand before they stop working.

The Oak Within5 min read

13 Core Investment Principles: Learn to Wait

Patience is one of the most powerful — and underrated — tools in investing. These 13 principles have guided our approach for decades.

The Oak Within5 min read

The Trend is Your Friend

Fundamental vs. technical analysis — and why identifying the trend in your time frame, then trading only in that direction, is the foundation of disciplined investing.

The Oak Within4 min read

Be a Stoic Investor

Taking action regardless of how you feel and learning how to take a loss — two principles that separate disciplined investors from the rest.

The Oak Within4 min read

Let Go of Ego

In the stock market, you can be right or you can be profitable — hardly ever both. Letting go of ego means letting go of being right, curtailing risk, and accepting all possible outcomes.

Rooted Planning6 min read

Key Personal Financial Concepts to Explore

From compound interest to sequence-of-returns risk, these are the foundational concepts every investor should have in their vocabulary.

Income Strategy8 min read

Social Security Timing: When Should You Claim?

The decision of when to claim Social Security is one of the most consequential choices a retiree makes. Here's how to think through it.

The Red Oak Edge5 min read

What Rising Interest Rates Mean for Your Portfolio

Interest rate changes ripple through every corner of the market. We explain what it means for bonds, equities, and your overall plan.

Market Trends: What's Trending and What We're Doing About It

Three Tiers of Income: Guaranteed, Highly Likely, and Likely

13 Core Investment Principles: Learn to Wait

The Trend is Your Friend

Be a Stoic Investor

Let Go of Ego

Key Personal Financial Concepts to Explore

Social Security Timing: When Should You Claim?

What Rising Interest Rates Mean for Your Portfolio

Have a question about your financial picture?