Oak Partners, Inc.

Tuesday evening my brother and I returned from a “Dad’s trip” with our 11-year-olds to the Yellowstone National Park region. It was an amazing adventure, the kids were delightful, the weather nearly perfect, and the wilds of Yellowstone never...

The Ruiz family has some expertise in bubbles. Our youngest son, Ethan, is a bubble-blowing savant. His version of chilling on a sunny afternoon is to stand on the upper deck blowing bubbles using a variety of tools and techniques. It’s a whimsical...

I’ve had a number of conversations recently regarding the use of living trusts, or a more specific type of trust called an IRA beneficiary trust, as the beneficiary of IRA accounts. IRAs, of course, hold much of the liquid net worth of middle-class...

I enjoy reading Tom Clancy novels. I’ve always appreciated the way Clancy’s plots connect disparate micro-events and small trends and pull them into a macro scenario which usually involves an international conflict of some sort. Some of...

A dear client of Oak Partners passed away late last year and my team has been assisting with her trust administration process.    The client was a smart and patient investor and had been able to use a variety of financial instruments...

In the waning days of 2019, stuffed inside a must-pass continuing spending resolution required to keep the government running, Congress passed, and the President signed, one of the most material pieces of retirement legislation of the past twenty...

My family just finished the third season of the Netflix series “Stranger Things” on the night before we sent my second daughter off to Purdue. If you watched this great 1980s period sci-fi drama, set in sub-rural Indiana, you know this probably...

My birthday is at the end of July, and this year I got to spend part of the weekend riding motorcycles with a buddy through northern Wisconsin. It was a great ride, but I discovered I had a summer riding gear problem. My protective jacket was too...

More employers now are offering Roth 401(k) options in their employer-sponsored retirement plans. The Roth retirement plan offers some attractive benefits and this option merits some considerations for retirement savers. There are some key...

U.S. equities experienced a brutal tumble last week after more bad news emerged from China. For the week, the S&P 500 lost 5.96%, the Dow dropped 6.19%, and the NASDAQ fell 7.26%.[1] China's ongoing economic woes are causing major turmoil in...