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...

Here we go again. The warning sirens are growing louder and louder, the winds of change seem to be blowing, and it looks like a storm is moving in. In order to defend its credibility and attempt to fulfill the price stability (inflation control)...

While Jack DeHaven has only been a wealth advisor on the retirement asset management team at Oak Partners for around 16 months, the staff at Oak Partners has felt like family for much longer. DeHaven describes Oak Partners as a familial firm, which...

Foot travel through wilderness is hard. Every time I go into a wild place, such as our mountain region parks or the north woods, I am reminded even using the best topographical software and incredible tools like Google Earth to plan a route, you...

With warm weather settling in, Oak Partners welcomed their clients to their Sunset Social Luau. Hosted at Hebron’s Design Barn and featuring a creative buffet of Mexican foods and desserts, the wealth management and financial planning team took the...

We had a rare weekend free of obligations last week. With nothing holding us down, my wife Tracy, 12-year-old Ethan and I headed up to Southwest Michigan to enjoy the day bumming around and searching out some locally made snacks to have on hand for...

I serve my clients as their fiduciary. Serving in that capacity requires me to identify, manage and mitigate situations where my firm’s business practices may conflict with the best interests of my clients. In situations where sufficient mitigation...

My oldest daughter was married about five years ago. Like all brides, she put thousands of hours into her wedding plans, including creating a 19-page instruction manual complete by listing the time I was supposed to be in bed the night before the...

I’ve been getting daily questions lately about I-Bonds. The current economic environment has obviously thrown these financial products into the forefront. First, while it seems like consulting with a banker or financial adviser to learn about these...