While the stock market has been going choppily sideways, it remains near all-time highs. Unemployment is at historical lows, wages are starting to rise, bank savings are actually starting to generate a bit of interest, and the tax cut has started to...
Read MoreOak Partners Hosts Annual Dunes Nature Walk to Engage, Inform Clients
On Friday morning, Oak Partners and their clients gathered at Dunes State Park for their annual Dunes Nature Walk. Excited for the activities, the group absorbed the beautiful nature that the Region offers while learning more about Oak Partners'...
Read MoreMarc Ruiz of Oak Partners, Mind on Money: Make Updating Your Insurance a Regular Activity
My very first clients have long ago retired to Naples, Florida. They are kind and adventurous and after 24 years together I consider them the dearest of friends. During Hurricane Irma the lanai pulled off their home in the wind, tearing off the rear...
Read MoreOak Partners, Inc. Connects with Clients at Sunset Social
Oak Partners, Inc. is well-known for the excellent retirement and wealth advice they offer their clients, but they are even more popular for the many social events they hold throughout the year. This Thursday, they invited their clients to the Sunset...
Read MoreMarc Ruiz of Oak Partners, Mind on Money: Global Debt Level Raises Concerns
The International Monetary Fund, or IMF, conducted its 2018 spring meeting in Washington, D.C. last week. The meeting was accompanied by some high profile interviews with IMF Managing Director Christine Lagarde. The purpose of the IMF is to promote...
Read MoreMarc Ruiz of Oak Partners, Mind on Money: Dealing With College Costs
The game wasn’t going my way. Although I didn’t really have a dog in this fight, I typically root for our Big Ten cousins in national games, and the Wolverines had lost all momentum early in the second half. So I was already a bit perturbed when...
Read MoreOak Partners Hosts 10th Annual March Madness Event for Clients
As March Madness highlights and live scores flashed from wall-mounted big-screens at Rosati’s Pizza in Crown Point, nearly one hundred members of the Oak Partners community, from financial advisors to the very clients they serve, came together to...
Read MoreMarc Ruiz of Oak Partners, Mind on Money: Approaching the End of an Era
As the world’s largest debtor, without doubt the biggest beneficiary of the low interest rate environment of the past 10 or so years has been the U.S. federal government. According to the November 2017 Government Accountability Office Financial...
Read MoreOak Partners Celebrates A Fun-Filled Evening for Clients with 2nd Annual Ice Skating Event
As the first glimpse of spring began to show itself in Northwest Indiana, Oak Partners held their seond annual ice skating event to celebrate their clients and have some fun. Not too warm yet for a little skating, William E. Urschel Pavilion in...
Read MoreMarc Ruiz of Oak Partners, Mind on Money: A Market Correction, or the Start of a Bear Market?
Here we go again. Investors had clearly been lulled into complacency by the seemingly unidirectional US stock market. And how can we blame them? It had been over 550 trading days since the S&P 500 index had experienced a daily decline of 5...
Read More- « Previous Page
- 1
- …
- 24
- 25
- 26
- 27
- 28
- …
- 33
- Next Page »