There are parts of the world of financial markets and the banking system that are both vital and at the same time opaque. Unlike the stock market that gets all the attention, with 24/7 coverage and constant punditry, these other corners of market...
Read MoreMind on Money: Bond auction attracting attention
Retiring Wild: National Parks and You
For many older adults, finding time to experience nature can be one of the greatest pleasures in retirement. And what better place to take in America's splendor than one of our over 400 National Park Service sites? For over a century, generations of...
Read MoreMind on Money: Time again to think about RMDs
As we amazingly head into late October, it’s time to revisit the topic Required Minimum Distributions, or RMDs. The government requires certain individuals with a tax deferred retirement plan to take a taxable distribution each year. This...
Read MoreOak Partners celebrates 30 years of outstanding employees offering quality service
Over the past 30 years, Oak Partners has cultivated a strong network of clients largely thanks to its staff’s commitment to strong character and high-quality wealth and retirement planning. The new hires, promotions, and retirements of Oak...
Read MoreMind on Money: The Fed has put us on notice
We’ve all had those parenting fail moments, when our stern warnings turn to threats, and then our threats turn to more creative threats and then, nothing, as the kid gets away with it (for awhile anyway). My best frame of reference is in church...
Read MoreMind on Money: Warning bells ringing over Chinese economy
The world is always ending. Especially if you use gold company commercials and Tik Tok influencers as your primary source of financial advice. Sure, bad stuff does happen, and we’ve all been through a lot over the past couple decades. From 9/11 to...
Read MoreOak Partners keeps clients connected and informed with Halftime educational event
Oak Partners is committed to keeping its clients educated and informed so they can make the best possible financial decisions, and one of the ways it does that is through events. On Wednesday, August 30, Oak Partners held its annual Halftime event to...
Read MoreMind on Money: Take advantage of state tax credits
I have to admit, I think the State of Indiana does a lot right. Not everything, mind you; I think our roads were neglected for too long and now, after the gas tax increases over the past five years, it seems like every road is being repaired, all at...
Read MoreMind on Money: Credit to rating agency Fitch for calling out US fiscal mess
I took my mask off as I walked out the door of Skyline Chili just outside of Batesville, Indiana, in June 2020. It was a beautiful summer evening, the sun was going down behind the trees, shining its last light on my 2010 Jayco Greyhawk Class C...
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