One of the best things about talking to people about money, markets and the economy every day is I get to stay on the leading edge of the worries and concerns permeating our collective experience as Americans. In the age of the internet, it’s not...
Mind on Money: Fed should leave activism to the activists
We’ve had an interesting couple weeks in the world of finance and economics. Based on recent news and headlines, it’s clear to me at this point that finance itself is being used in radical new ways, some of them embraced and accepted, some of...
Oak Partners’ March Madness event is a slam dunk for client relations
Oak Partners scored major points with their clients during the annual March Madness event held at Innsbrook Country Club on Thursday, March 17. The night was packed with easygoing conversations and true camaraderie among financial advisors and...
Mind on Money: Planning is a human process — not an app
It’s always been fascinating to me to work in an industry which is so heavily advertised on TV. Maybe I’m biased by my own attention span, but it seems to me that during a typical three-hour televised football game the viewer is subjected to no...
Mind on Money: Inflation’s threat to growth looms
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...
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...
It’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...
Oak 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...
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