Markets and Investing

Marc Ruiz of Oak Partners, Mind on Money: April is financial literacy month

Marc Ruiz of Oak Partners, Mind on Money: April is financial literacy month April is national financial literacy month. A topic near and dear to my heart. If I had to give America a financial literacy grade I would say we have a solid C+, but I believe we are trending higher. The very fact we have a high-profile financial...

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Cracking Open Economics: Lessons from the Price of Eggs

Cracking Open Economics: Lessons from the Price of Eggs Have you bought a carton of eggs lately? If so, you might have been pleasantly surprised to see how inexpensive they are these days. As of this writing, they’re averaging a 48% national price drop from two years ago. It’s a benefit for consumers,...

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Marc Ruiz of Oak Partners, Mind on Money: Down to the wire on reducing 2018 tax burden

Marc Ruiz of Oak Partners, Mind on Money: Down to the wire on reducing 2018 tax burden With April 15 fast approaching, we are getting down to the wire on taking steps to potentially reduce your tax bill. As I mentioned in the column a couple of weeks ago, almost immediately following the Tax Reform and Jobs Act of 2017, the government...

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Marc Ruiz of Oak Partners, Mind on Money: Making Sense Of A Home Warranty

Marc Ruiz of Oak Partners, Mind on Money: Making Sense Of A Home Warranty As a consumer, when you purchase an expensive item, like a car or refrigerator, you expect to receive a warranty that the manufacturer will repair or replace that product if it breaks down. A warranty makes sense for big-ticket purchases, but what...

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A whole-person approach to financial advising: Part 1 of a two-part Oak Partners series

A whole-person approach to financial advising: Part 1 of a two-part Oak Partners series Setting up shop in Oak Partners, Inc.’s inviting office in downtown Valparaiso, Chris Mahlmann, Founder of the Life Sites, convened a round-table discussion with members of the Oak Partners team. The group covered a lot of ground in the space of an...

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Marc Ruiz of Oak Partners, Mind on Money: Tax reform leads to shock for some

Marc Ruiz of Oak Partners, Mind on Money: Tax reform leads to shock for some I first became aware of the issue as I was stepping toward the bar while waiting for a table at an authentic Wisconsin supper club after a fun but exhausting afternoon getting my nine-year-old some ski time at Wilmot ski area in Southeast Wisconsin....

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