Tracy, my wife, said she wanted to leave early for 5:30 mass, she wanted to go to the furniture store because she was thinking about getting some new chairs. She knew this meant pulling me away from piddling in the barn early, so she asked if I...

There are many different ways people can help others, which is something Bridget Shoemaker strives to do through her position as Wealth Advisor and Partner at Oak Partners, Inc. She discovered she had a knack for all things customer...

I’m a big fan of Marvel movies, and I really like my Disney Plus. One of the new streaming series is called “What If.” The series takes critical moments in Avengers movies and twists them into alternate story lines. It's fun and easy to watch,...

Over the past nine months, one of the largest concerns of clients and investors I talk to has involved the potential tax changes associated with the new administration and Democratic Party majority in Congress. The rhetoric during the 2020 campaigns...

Over the past nine months, one of the largest concerns of clients and investors I talk to has involved the potential tax changes associated with the new administration and Democratic Party majority in Congress. The rhetoric during the 2020 campaigns...

The financial planning software we use for building and adjusting models of the future financial outcomes of clients and prospective clients of course includes an adjustment mechanism to project the future impacts of general inflation on a family’s...

While epidemiology is fascinating, I never signed up for this pastime. Yet, in order to be an effective investment strategist over the past 20 months epidemiology has become a prerequisite, and so I trudge forward. Discussing COVID-19 in polite...

With back-to-school expenses, August is a generally expensive and financially stressful month for most parents. When the kids get to college age, however, August becomes a crazy expensive month as tuition, dorm and meal fees come due. I’ve got it...