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,...

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...

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....

Thanksgiving weekend is my favorite holiday. Beyond the togetherness of family and friends, beyond the amazing homemade comfort food heaped on plates, I deeply appreciate taking a moment to contemplate our blessings and express gratitude as a...

As someone who embraces libertarian philosophy, I wish I could say I was truly moved by Ayn Rand’s seminal novel “Atlas Shrugged.” The nearly 1,200-page novel, written by this matriarch of libertarian thought, is regarded by many as the iconic...

While getting his degree in management at Purdue University, Oak Partners Partner and Wealth Advisor Stephen Kavois, CFP® originally thought he wanted to go the traditional, corporate business management route. When he was approached with an...

The passing of a loved one is, of course, always a difficult period. A large part of my team’s practice is helping clients prepare their estate planning as well as helping families after someone has passed away. The tax rules regarding inherited...