Great Oak Capital Partners

11/03/2025

"...one would think there’s money to be made here, and the stock market is just the place ."

You Asked, So We’ll Answer   FOQ: So why is everyone talking about an “AI Bubble”? Short: AI stocks have been going crazy Long: AI, or Artificial Intelligence, has captured the imagination of the world…

06/04/2025

"If we had a time machine and were able to show you these headlines on January 1st, what would you have said?"

You find a million bucks buried in your backyard on New Year’s Eve. But you’re lucky – you don’t really need it. So you think “I’ll invest it”. And you do, on January 1st, 2025…

04/08/2025

"The market drops for many different reasons. But most importantly, it ALWAYS drops..."

You Asked, So We’ll Answer   FOQ: This tariff drop – is it different this time? Short: Nope Long: The market drops for many different reasons. But most importantly, it ALWAYS drops:   Nothing new…

04/08/2025

"Behold the effect of time on markets..."

Behold the effect of time on markets: Allow us to explain. You’re looking at the best and worst returns of stocks (blue), bonds (green) and a mix of 60% stocks to 40% bonds (orange), over…

02/04/2025

"In investing, forecasts and predictions are worthless."

We’ll get right to the point: In investing, forecasts and predictions are worthless. And probably, “in anything”. But for our purposes here, no one in history has been right more often than wrong in such…

11/21/2024

08/21/2024

"No one party nor policy nor pick of presidential pooch can be blamed for any of it. "

It’s getting closer. And the closer it gets, the more people wonder and/or worry about what effect the election may have on their portfolio. For those of you who have been with us a while…

06/27/2024

"Remember: when you buy a stock, someone else is selling it to you. Ponder that."

You Asked, So We’ll Answer   FOQ: What’s going on with Nvidia? It’s all you hear about these days. Short: Nothing of consequence Long: It’s a tech stock that’s fresh off a stock split and…

05/21/2024

'...it is not market timing that breeds success – it is time in the market."

John’s little cousin would say that to him quite a bit. He’s still not sure what it means after all these years. Hopefully it’s good. He’s too old to know. You know what else is…

04/04/2024

"Never confuse what you think of the world with what the market will do. They are unrelated."

Well, that was no fun. But you made it! You are now on the other side of 23 months of no new highs, the second longest streak since ‘97. It started at the high on…

02/01/2024

"There are endless factors that may influence the market. The president is just one of them."

You Asked, So We’ll Answer   FOQ: With the election coming, what if (name your candidate) wins? Short: Doesn’t matter. Long: There are endless factors that may influence the market. The president is just one…

01/09/2024

"Please help us welcome Great Oak’s newest family member, John Cooney, CFP®"

…John! This one is of the Cooney variety (Thankfully – one Noonan is enough). Please help us welcome Great Oak’s newest family member, John Cooney, CFP®. Having grown from a $50 million dollar firm in…