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...

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...

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...

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...

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...

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...

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...

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,...