Last week’s column on the fear being stoked online about the coming demise of the U.S. dollar and the reserve “petro-dollar” elicited some strong feedback, some supportive and some critical. I see the topic even creeping into the mainstream...

I remember the first time I saw the Christmas movie classic “It’s a Wonderful Life” with Jimmy Stewart, and I was fascinated with the famous bank run scene. I was just a kid, and of course didn’t understand the scene completely, but I knew it...

Oak Partners celebrated the onset of March Madness on Thursday evening, inviting its clients out to catch the annual college basketball tournament at Public Bar & Rec, one of the newest additions to the Crown Point Square. The wealth management...

In the realm of quotable quotes, iconic investor Warren Buffet is in my opinion the crème de la crème. Buffet, now 92 years old, emits the wisdom of free enterprise like Yoda himself, often providing the most candid, crustiest and funny material an...

Last year on the day Russia invaded Ukraine I was speaking to a large group of clients and guests at our annual “kick-off” dinner. During the Q&A part of the event, the questions of course turned to the topic of the impending war in Europe...

Every time a charge hits one of my credit cards I get a text message detailing the transaction. This helpful little service was offered to me by Chase, but now other card issuers have offered this service as well. I have to admit, my primary interest...

The Secure Act 2.0, which is one of the most material updates to rules governing retirement savings and accounts, is now law. The law was included in the huge omnibus spending bill passed late in the last Congress. While the Secure Act 2.0 updates...

This week, as expected, the Federal Reserve bank raised short term interest rates by one quarter of one percent. As we have discussed often before, this policy change was focused on reducing price inflation in our economy. The policy change was the...

When it comes to financial markets, in my opinion there are good times, there are bad times and then there are “weird” times, which of course I think are the most complicated. Statistically, in the United States, from the time period from 1926 to...