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'...

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...

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...

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...

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...

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...

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...

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...

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...

As I wrote a few months ago, I was a bit underwhelmed by the tax reform legislation passed last year. On the personal income tax side of the law, while I liked the expansion of the standard deduction, the retention of seven progressive income...