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...

The last place a person would expect a team of financial advisors to be on a Thursday morning is a construction site, but that’s exactly where the ladies of Oak Partners, Inc. found themselves on Thursday, May 18. The 11-person crew from Oak...