There have been many well known investors throughout history, including the likes of Warren Buffett and Peter Lynch. Investors have all different styles, from buy and hold strategies to daily trading to utilizing derivatives. At Red Oak Financial Group, our investing strategy revolves around our 3 pillars…

One of the best places to invest your money is in real estate. Real estate tends to appreciate over time, can produce predictable cash flows, offer certain tax advantages, and can diversify your portfolio.

One of the things we sometimes hear from individuals is "oh I don't want to invest my money in the stock market, it's too risky!" or "I don't play the markets!" The unfortunate thing about sentiment like this is that it only perpetuates the wealth gap…

The purchase of your first home is a very exciting decision, but it can also be a daunting one. Many people are not sure if they should take the dive into homeownership or if renting for the foreseeable future is the better option. The answer? It depends.

Remember, there are many different types of annuity products on the market and they can come with high fees, so you should familiarize yourself with the cost/benefit before you go jumping in head first.

As the year comes to a close, make sure you are aware of the capital gains tax laws....

Boy oh boy is college expensive! So are weddings for those of you blessed with a little princess or two! And dear lord that UPPAbaby stroller costs what now?!

Albert Einstein once said, "Compound interest is the 8th wonder of the world. He who understands it, earns it...he who doesn't...pays it."

So just which of these 3 indexes is the most important to pay attention to when you flip on the news? Well, they are all part of the broader stock market, but each index measures its own slice of the pie in a specific way.

You know how your Papi was always going on about, "in my day a house only cost $20,000, a coke was 5 cents, and I had to walk uphill both ways to school in a blizzard!" (Oh Papi, eat your meatloaf).

So you've been saving for retirement all these years and now you hear that you have to start taking distributions from your retirement nest egg? What gives?!

Life insurance is a very important part of your financial portfolio. It can give you and your dependents the peace of mind to know that no matter what happens to you, your loved ones are taken care of.

You've probably heard the word "fiduciary" being thrown around at cocktail parties, but what's it really mean (also- go to better cocktail parties)?

Are you wondering whether you should start contributing to a traditional IRA or a Roth IRA? Well, first let's make sure you know the difference between the two.

If you are scouring the options in your 401(K) and looking for the best way to invest your hard-earned money, don't over complicate the situation.

When April rolls around every year, we start hearing all about deductions and credits to our taxes. Do you know the difference?

In the USA, we operate under a Progressive tax system for income. That means that as you make more income, you are taxed at a proportionately higher amount on that income.