Markets and Investing

On July 4, the One Big Beautiful Bill Act was signed into law. This sweeping piece of domestic legislation extends, revises, and in some cases permanently establishes a wide range of tax rules affecting individuals, families, and businesses. Some provisions …

There’s a moment early in retirement that surprises a lot of people. They wake up, and there’s nowhere to be. No commute. No quick check of the inbox before coffee. Just a quiet morning that’s all yours to enjoy however you wish. At first, that …

It’s that time of year again when stores swap out summer decorations and fill their aisles with folders, notebooks, backpacks, and everything else on students’ back-to-school shopping lists. While many families focus on checking supplies off their …

In 1964, The Rolling Stones released the hit single, “Time Is on My Side.” Who knew they were talking about personal finance? What does it mean to put time on your side? To The Rolling Stones, it was a song about confidence and patience with love …

With vehicle prices remaining high and financing options becoming increasingly complex, shopping for a car can feel overwhelming. According to Purdue Federal Credit Union, a little preparation before stepping onto a dealership lot can make a significant …

Success in the financial industry isn’t constructed overnight — it’s earned through years of trust, experience, and guiding clients through life’s most important financial decisions. That commitment recently led Oak Partners Wealth Advisor …

For many businesses, growth is measured in numbers — expanding offices, increasing assets or adding new clients. At Oak Partners, growth is also measured through relationships, mentorship, and the generations of families who continue building the …

Oak Partners’ mission is to help clients create and preserve wealth through education and professional advice that can create long-term success in the financial industry. Not only does this mission encompass wealth advisors but also students who are …

When considering your retirement strategy, how much thought do you give to how long you might live? It can be an uncomfortable reality to consider, but this shouldn’t dissuade you from giving it some serious thought. For many people preparing for …