With 10% of its clients moving away from Northwest Indiana due to retirement and other life changes, and another 10% of its clients purchasing a second home outside of Northwest Indiana, the Oak Partners wealth advisors are no strangers to...

After its founding nearly 30 years ago Oak Partners now has almost 40-advisors and staff working for and supporting the firm’s thousands of client families. “We are fortunate to have an incredible team, the tenure of our average employee is quite...

Revocable living trusts have become an estate planning tool commonly used by Oak Partners clients. Often referred to simply as “living trusts”, this type of planning is best created by working with an experienced lawyer or law firm, and if...

I was driving north in my super thirsty pickup truck, mountain bike in the bed, when my heart jumped. A Speedway billboard showed gas for $4.57 a gallon, and I needed almost a full tank! What a deal. Coming back to my senses, reality reasserted...

I will not pretend I was always interested or aware of topics of money, as a 51-year-old child of the Region, however, I have some very distinct economic memories from my childhood involving the time period from the late 1970s to the mid 80s. I would...

This week our beloved Spanish exchange daughter Ane returned from Spain to our home to spend most of the remaining summer. Ane spent the 2017-2018 school year with us, and visited again in 2019. My wife and I were supposed to travel to her region in...

If you’ve been reading my column for a while, then you probably know that I spent considerable time in my younger years traveling through wilderness areas in North America. My favorite regions are the upper Midwest (Boundary Waters, Isle Royale,...

My wife, Tracy, and I took a short vacation, celebrating our anniversary, to Utah last week. The trip was planned around an invitation we received to the Ford Performance Driving School in Park City. The invite was included when we purchased her new...

Let me apologize ahead of time; I’m afraid this column may be a tough. Maybe even a sleeper. But the topic is timely and extremely significant so I’m going to do it anyway. Once again, sorry. This week the Federal Reserve began its well...

Over his 12 years at Oak Partners, LPL Investment Advisor Michael Hadt has seen clients move to and from Indiana. Since Oak Partners places heavy importance on cultivating relationships with its clients, it may seem unlikely that a client could...