I'm looking to hire an excellent financial planner. If you know of anyone that would love to join our crew here in San Diego and to be part of a fast-growing firm, please DM me. Thanks!

I hate the current trajectory of our county. We are becoming tribalists. Us vs them. Blue vs red. We are torn as a nation and things won't get better unless we face this issue. Can we please stop electing extremist idiots and instead elect sane moderate people? Thanks.

Tonight is a waffle for dinner kind of night.

Today, more than ever, it is important for our kids to learn history in school. Not just US history, but a study of the empires that have come and gone, with a special emphasis on dictatorships, decadence, apathy, and corrupt politicians.

Super shady that the capital gain increase to 25% would be effective as of Sept 14, 2021.

Breakfast date with my daughter. ❤️

We're looking for an outstanding financial advisor to join us in San Diego. Check us out! bulloakcapital.com/wp-content/upl…

There is a lot of confusion out there about what really causes inflation. It's not supply chain bottlenecks or rising bottlenecks. Say it with me.. "Inflation is caused by a more rapid increase in the quantity of money than the output of goods & services." bulloakcapital.com/blog/what-caus…

I'm happy to report that Bull Oak Capital is growing! From professional golfer to Lead Advisor, please help me welcome Peter Campbell to the firm! bulloakcapital.com/blog/introduci…

Jerome Powell is damned if he does and damned if he doesn't. bulloakcapital.com/blog/the-feds-…

We stopped investing in China. s/o to Perth Tolle bulloakcapital.com/blog/why-we-st…

Bull Oak Capital is part of the inaugural class of the UCLA Bruin Business 100. This initiative honors 100 businesses founded and run by Bruins that have made an impact in their industries and communities. Check out the full list here: alumni.ucla.edu/bruin-business… UCLA Alumni

Friends, I need some help My husband Ryan was just diagnosed with one of the most aggressive types of cancer - a brain cancer called Glioblastoma I'm looking for contacts at a hospital in japan or at drug maker Daiichi Sankyo US Read this and let me know if you can help 👇

Here we go

Looking to hire a YouTube video editor to help with post-production work. I estimate 2-4 hrs/week and pay is $2K/mo. Any solid introductions greatly appreciated! bulloakcapital.com/wp-content/upl…

Are there any 401(k) providers that provide mega backdoor Roth contributions? Looking for providers that accommodate small businesses (more than one employee), not just solo 401(k)s. Thanks!

It is shocking to me that Cathie Wood $ARKK sold $NVDA earlier this year as the AI hype began to build. This was her one chance to get back into the game, and I think she missed it.

Any advisors out there have experience with both Vanilla and Wealth.com? Which is better? Pros and cons?

Today, we launched a fresh brand identity and website. Check it out —-> bulloak.com Thank you to @john_see_anna for helping make this happen!

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