With warm weather settling in, Oak Partners welcomed their clients to their Sunset Social Luau. Hosted at Hebron’s Design Barn and featuring a creative buffet of Mexican foods and desserts, the wealth management and financial planning team took the...
We had a rare weekend free of obligations last week. With nothing holding us down, my wife Tracy, 12-year-old Ethan and I headed up to Southwest Michigan to enjoy the day bumming around and searching out some locally made snacks to have on hand for...
I serve my clients as their fiduciary. Serving in that capacity requires me to identify, manage and mitigate situations where my firm’s business practices may conflict with the best interests of my clients. In situations where sufficient mitigation...
My oldest daughter was married about five years ago. Like all brides, she put thousands of hours into her wedding plans, including creating a 19-page instruction manual complete by listing the time I was supposed to be in bed the night before the...
I’ve been getting daily questions lately about I-Bonds. The current economic environment has obviously thrown these financial products into the forefront. First, while it seems like consulting with a banker or financial adviser to learn about these...
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...
We’ve had an interesting couple weeks in the world of finance and economics. Based on recent news and headlines, it’s clear to me at this point that finance itself is being used in radical new ways, some of them embraced and accepted, some of...
Oak Partners scored major points with their clients during the annual March Madness event held at Innsbrook Country Club on Thursday, March 17. The night was packed with easygoing conversations and true camaraderie among financial advisors and...
Cable news has become all Ukraine, all the time. I know the topic is onerous, but I am getting enough questions every day that I felt I should address the crisis in the column. It's important to remember, this is a finance and investing column. While...