I like craft beer. As anyone who is either a beer geek, or even worse has a beer geek in their life, knows, part of the beer geek experience is dealing with scarcity. There always seems to be a recently released, hard to find beer which is just...

There’s been some high profile financial press lately proclaiming “The Bull Market in Bonds is Over." Most investment strategists I follow regularly postulate that bonds, U.S. bonds in particular, have been in a bull market trend since for a...

Twas the Thursday before Christmas and I was finally able to schedule one of the more gratifying new client meetings of my career. After dropping my new grandpuppy (her name is Molly) off at the house, my newlywed Millennial daughter and her husband...

Oak Partners were lucky enough to receive a list of the children’s wishes this year from the children of the Carmelite Home. This year the Angel Tree from the Carmelite home had 103 children on it. Every single one was accounted for because of the...

As most readers know, in my “day job” at Oak Partners I serve individuals and families by helping them with their financial planning and decision making and by building and managing their investment portfolios taking into account their needs and...

The Tax Cuts and Jobs Act, otherwise known as the Republican tax plan was approved by Congress and the Senate this week. It always shocking to me just how much political hysteria surrounds any discussion on federal income taxes. Unfortunately, the...

As the sun set on Thursday evening, Oak Partners hosted their clients at the Gamba Ristorante in Merrillville for a cocktail hour and dinner to celebrate the strong relationship Oak Partners has with those clients. Specifically, this Client Advocacy...

Iconic investor John Templeton once famously said, “Bull markets are born on pessimism, grown on skepticism, mature on optimism, and die on euphoria." Last week, we talked about pessimism, skepticism and optimism; this week, let’s talk about...

Iconic investor John Templeton once famously said, "Bull markets are born on pessimism, grown on skepticism, mature on optimism, and die on euphoria." This nugget of wisdom continues to be measure for which market cycles are evaluated by many...

One of my dear clients came in for her review earlier this week. We started the meeting off as we usually do, addressing any questions the client may have. The question she asked kind of caught me off guard. She said, “Marc, what can you tell me...