What kind of role can a financial professional play for an investor? The answer: an important one. While the value of such a relationship is hard to quantify, the intangible benefits may be long-lasting. There are certain investors who turn to a...

According to industry experts, most people don't have enough life insurance. The American Council of Life Insurers recently reported that average coverage equals $183,780, which is equivalent to approximately 3.5 years in terms of income replacement...

The ownership structure of a condominium unit is different from that of a single family house. Here’s what you need to know when purchasing insurance for your condo.1 1. Understand the master policy Since the ownership of all common areas is shared...

I was headed to a market update meeting and ETF promotional event at the Chicago Board of Options (CBOE), the event consisted of ringing the closing bell at the exchange floor, and then a couple hours of meetings the next morning. And I was running...

One of the most heroic vehicles I ever owned is a 2009 Acura TL, Technology edition. It came to me in 2010, with 10,000 miles, coming off a one-year lease. From the moment I test drove it, I knew it was special. I drove that car for nine years until...

On Friday, June 30, Oak Partners celebrated 30 years of providing clients with financial planning and wealth management based on building strong relationships, a focus on investor education, and a true understanding of customized planning and timely...

Today we talk about the topic that just about individual investor would prefer not to have, and as soon as I mention it many of you will skip to the next article on the page. The topic, however, is a vital component of portfolio construction and...

Last week we talked about the importance of completing estate planning, which will at some point require the choice of an executor, when drafting a Last Will and Testament, or successor trustee, when utilizing a Living Trust. As I expressed last...

My 13-year-old son Ethan has Down syndrome. Being the parent of a young person with a disability is both one of the most fulfilling and challenging journeys one can experience. One of the unique things about this experience is the pace of parenting...