Oak Partners, Inc.

We are now about halfway through second quarter “earnings season” when companies with stocks listed on U.S. exchanges report their quarterly revenue and profit results for the period between April and June. To put a not so fine point on it, the...

When it comes to the federal government it seems like it's all bad news all the time. The 24-hour news channels have obviously discovered it's more effective to capture our attention through outrage, so endless propaganda about in-fighting and...

As the dad of a high school senior this year. We are smack dab in the middle of “open house season” as it is being called in our house. I am eating too much tasty food each weekend, and my son Sam seems to be gallivanting through endless parties...

Occasionally financial markets just make sense, which is how I was feeling through the late spring and early summer. The Fed and the federal government had both overstimulated the economy and financial markets with loose monetary policy and...

IN MY PRACTICE, CLIENTS HAVE BEEN DEALING WITH AN EXPECTED PLANNING ISSUE THAT IS OCCURRING WITH MORE AND MORE FREQUENCY. THE ISSUE IS MEDICARE IRMAA, AND UNFORTUNATELY NOT BEING AWARE OF, AND IF POSSIBLE, ATTENDING TO THIS MATTER CAN RESULT IN AN...

I ordered, and paid for, a new garage door in the first week of February this year. The garage door was finally supposed to be delivered last Monday. It did not arrive, and now we are hoping for next week. My wife called an airline the other day to...

Three Floyds Dark Lord Day may end up being one of many permanent changes resulting from the COVID-19 crisis. The event was postponed in 2020 and I can find no information on the festival for 2021. While there have certainly been more material losses...

Although the work my team at Oak Partners does is mostly concentrated with clients in their mid-50s to mid-70s, we do work throughout the age and financial spectrum. Our primary prerequisite when helping a family is simply “intent.” In the work...

I am proud to be a Purdue grad. The institution has served me and my family exceptionally well. From my Mom before me, to my daughters after me, Purdue has been formative, and as a Dad I can say confidently a Purdue education is a great value....

Currency valuation, in this case the relative value of the U.S. dollar, has implications across the economy and markets. Despite the importance of this metric, the topic of currency valuation can be a difficult one to navigate. Most of the time when...