Oak Partners, Inc.

Foot travel through wilderness is hard. Every time I go into a wild place, such as our mountain region parks or the north woods, I am reminded even using the best topographical software and incredible tools like Google Earth to plan a route, you...

One of the best things about talking to people about money, markets and the economy every day is I get to stay on the leading edge of the worries and concerns permeating our collective experience as Americans. In the age of the internet, it’s not...

I took the Friday after Thanksgiving off. It’s usually a low volume day in markets and a sleepy day around the office. More importantly, my son Ethan was picked as an honorary ball boy at the Purdue basketball game against Omaha. He got to meet the...

As someone who embraces libertarian philosophy, I wish I could say I was truly moved by Ayn Rand’s seminal novel “Atlas Shrugged.” The nearly 1,200-page novel, written by this matriarch of libertarian thought, is regarded by many as the iconic...

Tracy, my wife, said she wanted to leave early for 5:30 mass, she wanted to go to the furniture store because she was thinking about getting some new chairs. She knew this meant pulling me away from piddling in the barn early, so she asked if I...

Over the past nine months, one of the largest concerns of clients and investors I talk to has involved the potential tax changes associated with the new administration and Democratic Party majority in Congress. The rhetoric during the 2020 campaigns...

Over the past nine months, one of the largest concerns of clients and investors I talk to has involved the potential tax changes associated with the new administration and Democratic Party majority in Congress. The rhetoric during the 2020 campaigns...

The financial planning software we use for building and adjusting models of the future financial outcomes of clients and prospective clients of course includes an adjustment mechanism to project the future impacts of general inflation on a family’s...

While epidemiology is fascinating, I never signed up for this pastime. Yet, in order to be an effective investment strategist over the past 20 months epidemiology has become a prerequisite, and so I trudge forward. Discussing COVID-19 in polite...

With back-to-school expenses, August is a generally expensive and financially stressful month for most parents. When the kids get to college age, however, August becomes a crazy expensive month as tuition, dorm and meal fees come due. I’ve got it...