I’ve been following the Republican effort to reform the tax code being led by President Trump. As this plan has coagulated through the negotiation process it’s morphed quite a bit from my original expectations. At this point, much of my hopes for true …

As an experienced investor, I have to admit I suffer from a bit of seasonal superstition. While I know that over the long term, there is very little data to validate some of these seasonal pre-dispositions sometimes bias does not bend to logic, and when it …

As guests arrived at the Lighthouse Restaurant in Cedar Lake Wednesday evening, they were greeted by the friendly faces that make up Oak Partners, a glass of wine, and a scenic view of the lake outside. The special guest for the evening was economist Robert …

Well the wedding was wonderful and the bride was beautiful. Off she, now they, flew to the only part of the Caribbean not devastated by hurricanes this year, and it was over. All of us left behind breathed, I think for the first time in months, as we rested …

For Oak Partners Inc., the fall season represents a busy time for the Northwest Indiana-based wealth and retirement planning corporation. Each year, the season is filled with events and client-centered social engagements that grant partners, advisors, and …

It’s mid-September and that means that Oak Partners Inc. and their clients and guests took to the links at Youche Country Club in Crown Point for the 13th Annual Oak Partners Golf Outing. Oak Partners’ advisors, staff, clients and guests were treated to …

Recently, Jessica Wotherspoon joined the team at Oak Partners in Crown Point as their new Communication Coordinator. A native of Cedar Lake, Wotherspoon brings with her a bachelors degree from Purdue University Northwest and a history of working in customer …

In 2014, the Federal Government passed the Achieving a Better Life Experience Act (ABLE). This new law was actually an extension of the 529 college savings laws. It allowed money to be held for a disabled child’s use without adversely affecting eligibility …

It’s been nearly eight years since my youngest son Ethan was born with Down Syndrome. Ethan, or “E” as I call him, has become my adventuring partner and the apple of my eye. His coming into our family has opened many new doors in my life. One of the …

On Friday morning, representatives from Oak Partners, Inc. welcomed 85 of their clients and clients’ family members to the 8th Annual Garden Walk at the Shrine of Christ’s Passion in St. John. Attendees were able to walk the incredible grounds, all while …