Blue Oak Philosophy
Growing and preserving wealth has been compared to growing and caring for an Oak Tree.
Once established, oak trees are quite resilient, can live to be hundreds of years old, and have great strength and beauty. Just like growing an oak tree, growing your wealth can take 20-30 years, and preserving wealth takes generations.
Here are a few realities about investing.
If you are willing to follow this path, your oak tree will grow from a small sapling to a majestic towering tree, the whole time giving back air, shade, and beauty. It will go on to do this for your generation and the next.
All investing involves risk and strategies such as asset allocation and diversification. It will not guarantee a profit or protect against loss. Rebalancing may be a taxable event. Before you take any specific action, please consult with your tax professional.
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