The husband and wife are one of our best client families. Owners of a successful small business that was sold with excellent timing, they know how to take advice and are good investors. They are living their best lives in retirement, and would...

About once a year I am reminded of how dangerous the modern world has become due to financial scammers. Like most bankers, investment advisers and other financial services industry professionals, I receive annual training regarding issues related to...

While the finance industry has long been male-dominated, more and more women are pursuing the field than in years past. Women have increased their pursuits of this field for a variety of reasons. Some, like Wealth Advisor, Bridget Shoemaker, find...

Much of the financial world has taken a renewed interest in the topic of inflation recently. This renewed interest is a bit of a sea change, as inflation as a focus of investors and even financial planners has been on the back burner for the better...

After the events of the past two weeks, I was glad to take a long weekend doing some spring skiing in Utah. At the end of a 65-degree short ski day spent navigating snow best described as “cement,” I decided to take a beer and a moment on the...

This week my family and my Oak Partners family were devastated by unimaginable tragedy when Joe Starkey, my brother-in-law and business Partner, died suddenly while on a family vacation. Joe was 41 years old. No person in life is perfect, but Joe may...

The SECURE Act, which became law in December 2019, made some important changes to the rules governing IRAs and other retirement plans. The two highest profile rule changes were the elimination of the what was commonly referred to the as the...

As I went through my morning routine on Tuesday, I watched CNBC as they were interviewing Senator Elizabeth Warren touting her wealth tax proposal. The interview was odd. I felt the CNBC morning crew was a bit more sophisticated in their questions...

The 10-year U.S. Treasury Bond is clearly the highest profile benchmark for the U.S. bond market. When I wake up each morning, I check all the financial markets, and the “10 year” is high on my follow list. Since the beginning of 2021 the 10-year...

As we dig out from two feet of snow here in the Region, I know it seems particularly ironic to write a column about global warming. Whether or not one agrees with the conclusions of climate change proponents, however, is now irrelevant. As has been...