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 …
Read more
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 investing in …
Read more
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 week, in my …
Read more
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 Ethan is …
Read more
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 Partners teamed …
Read more
I live south of U.S. 30 in the Boone Grove area of Porter County. Every day I cross 30 in the morning on the way to the Valpo Y. I can remember often cruising through the stop light at 30 and Rt. 2 without materially slowing down. Those days are over. This …
Read more
Amazing acts of generosity happen in the community every day, and Valparaiso High School’s (VHS) athletics department just received a very thoughtful gift. Clint Henry, VHS JV baseball coach and a partner and wealth advisor for Oak Partners, recently gave a …
Read more
Financial markets, particularly the stock market, over the short term can be like watching a novel teenage romance. So much drama, occasionally eliciting both elation and weeping in the same darned day. Trying to be an adult in the room, or an investor, can …
Read more
