The $1.7 trillion omnibus spending bill passed late last year during the final weeks of the prior Congress included some important changes to the rules and laws pertaining to retirement planning. This legislation, termed the Secure Act 2.0, enhances...

Marc Ruiz, Times Columnist  At this time every year I am preoccupied with constructing my anticipated investment narrative for the coming year. As an active investor and active advisor, I believe risk management and risk tolerance is malleable and...

What if we held a recession next year and no one came? At this point I feel like the pending 2023 recession has been the most heavily forecasted economic trend in history. All the economists I follow on a regular basis, as well as just about every...

One of our favorite things to do at GreatNews.Life is to get together with partners, community members, or organizations to share good news in a way that is fresh and exciting. That often comes through as a video! Being able to film what’s...

Marc Ruiz: Times Columnist The IRS recently announced some extremely important updates for beneficiaries of inherited IRAs, and parts of the update are very timely as we head into 2023. The SECURE Act passed in 2019 and implemented in 2020 made a...

Finding a job you enjoy certainly depends partially on factors regarding the job itself, such as who your employer is, how your skills complement your workload, and opportunities for growth. Beyond directly job-related factors, another crucial...

There are times when relying on a system to function as anticipated is so critical, where the prospect of failure is so outlandish, that the effectiveness of the system must be taken for granted before we would ever choose to engage it. The brakes on...

As you begin to navigate your adult life in your early 20s, retirement is likely not at the forefront of your mind. While Oak Partners’ core target audience ranges from 35-55 year-olds, Managing Partner and Wealth Advisor Jason Urbaniak believes it...

Crown Point’s Bulldog Park was bustling on Friday, September 16 during Oak Partners’ annual Oaktoberfest event. Oak Partners clients, friends and family, and Oak Partners staff gathered to enjoy some delicious food catered by Mission BBQ and some...