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Recent Advice on OAKBX

June 3, 2009
How can you tiptoe back into stocks without exposing yourself to the full force of a hurricane if the market's mood suddenly shifts? The answer: Certain mutual funds that specialize in cushioning risk. These "fraidy-cat funds" can calm your nerves and make it easier to stay the course until big profits arrive.

February 26, 2009
These are uneasy times for investors. The economy is soft. Credit worries abound. The prospect of higher taxes looms. Yet, with all of these things to worry about, you can still chart a safe financial course through today's troubled waters. How? With these two ironclad mutual funds that fail to disappoint.

January 3, 2009
The financial media just isn't telling you about the massive tax trap that's coming your way and its potentially devastating impact. This tax trap could cost investors billions, which is why it's critical that you reposition your assets now. Let me help get you started with several stocks and mutual funds you should sell now.

August 11, 2008
These are uneasy times for investors. The economy is soft. Oil and gas prices are sky-high. Credit worries abound. On top of it all, the 2008 election looms with the prospect of higher taxes. But with all of these things to worry about, investors can still chart a safe financial course with these two mutual funds.

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