My freshman son at IU has to take trips home or to Indianapolis three times in the next month or so for family obligations, so after he came home last weekend, I suggested he get an IU parking pass and take “his” car back to school until at least...
Read MoreMind on Money: Inflation’s threat to growth looms
Mind on Money: National debt math is simple but scary
I encourage readers to visit the website usdebtclock.org. The site itself is beautiful, with multi-colored numbers all moving at once as compound interest affects the nation’s financial condition, and the bigger the monitor, the more...
Read MoreIt’s Important to Communicate Generosity
After nearly 29 years of helping families manage their money, I can definitively say that we Americans are for the most part just horrible about talking about money with our families. Now, don't get me wrong. I know families that like talking...
Read MoreOak Partners takes the ice at Annual Lace Up Your Skates ice skating party
Hundreds took the ice on Thursday evening as Oak Partners hosted their 5th Annual Lace Up Your Skates ice skating party. Featuring plentiful hot cocoa, sweets, and hours of ice-skating, the party gave Oak Partner’s clients, friends, and families a...
Read MoreMind on Money: Step-up in basis can be advantageous tax tool
We recently helped a family with a planning situation in our practice that may serve as a good educational tool for other families. I’ve changed the details of this case, but the fundamentals provide the insight. A long-time married couple had...
Read MoreMind on Money: Uncertainties abound as we enter a new year
2022 here we come. I say welcome to the age of uncertainty, and welcome to the consequence of unintended consequences. I think it would be hard to find those among us that wistfully yearn for the days of 2020 and 2021. If you are anything like me,...
Read MoreMind on Money: Complicated — but hopeful — year ahead
As we wind up 2021 and head into 2022, let’s review some of the investment and economic themes on my mind. Please keep in mind, I consider these thoughts to be informed opinions, but certainly not investment advice. I can’t recall a more...
Read MoreMind on Money: Proper response to inflation is crucial
The expectation of “transitory” inflation itself proved, unfortunately, transitory. Over the past two weeks we’ve learned the Federal Reserve indicated it is no longer using this expectation in its economic planning and policy going forward....
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