Oak Partners, Inc.

It was the Friday before Martin Luther King Day in the year 2000. I was 29 years old and at the airport with six buddies, waiting for a mid-morning flight, on the way to a guys' ski trip in Jackson Hole, Wyoming. Anyone who has ever been on a guys'...

2021 may be a year for a little creative IRA tax planning. A Traditional IRA is typically funded with contributions that were made pre-tax into a 401(k) or other employer-sponsored retirement plan and then rolled over to an IRA, or made on a “tax...

Last Saturday my brother and I, with a couple buddies, did a winter mountain bike ride at Imagination Glen in Portage. The ride was a fun adventure, and a solid workout. A perfect way to spend a beautiful January afternoon in Indiana. In the car on...

Two weeks ago my oldest daughter texted me a link to a blog post she found on Linked In. The thesis of the post was “COVID changed everything forever.” Her text attached to the link was “This makes me sad.” I read the lengthy post, which...

My readers know I like to delve into the rabbit hole from time to time, and because of my privilege of working with hundreds of families for their planning and asset management, I feel like I get to live on the edge of popular thought on economics...

In the world of economic and market prognostication I have heard it said many times, “COVID changed everything.” When I hear this statement, I don’t take it to mean COVID changed everything while we are dealing with the acute phase of this...

November is here and for those students who submitted early applications for college admissions, the acceptance letters are starting to arrive in the mail. Having been through this process before, I know it is an exciting time for students and...

Here we are, the strangest political season I can remember will be over within a few days and the new political party breakdown of the federal government should be revealed, which will hence provide us with a better frame of reference for government...

I'm an aficionado of well-delivered one-liners, and I am known to instinctively regurgitate one-liners in a variety of situations, which sometimes leaves my co-workers, or wife, wondering what the heck I’m talking about. While movies are of course...

Each of us has an inherent personal money culture determining much of the way we think and manage our personal finances. In my experience, how we spend, save, invest and even earn money is determined in an often loosely perceived set of unique...