Each of us has an inherent personal money culture determining much of the way we think and manage our personal finances. In my experience, how we spend, save, invest and even earn money is determined in an often loosely perceived set of unique...
Read MoreMind on Money: Election looms over markets and finance
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...
Read MoreOak Partners’ celebrated Oaktoberfest returns for tenth year, brings food, friendship, and fun to Bulldog Park
Life isn’t just about numbers. As important as it may be to ensure a sound financial future for ourselves and our families, sometimes it’s equally as important to take the time to relax and feed our souls with good food, music, and great friends....
Read MoreMind on Money: Is the next bubble on the horizon?
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...
Read MoreMind on Money: New IRS Rules More Functional
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...
Read MoreMind on Money: Plot thickens as markets rise
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...
Read MoreMind on Money: Free enterprise creates wealth, prosperity
In September 1998, before I was even writing “Your Mind on Money,” the stock market was blazing hot and heading higher. A local newspaper columnist decided to do a series of articles about a “stock market game” involving three different...
Read MoreAn Oak Partners Employee Spotlight: Jason Urbaniak
Eighteen years ago, Jason Urbaniak joined Oak Partners Inc. as a founding member to the Wealth Management Group. “When I started at Oak I had to build my practice from the ground up,” Urbaniak said. “You have to take classes, pass...
Read MoreMind on money: Foundations offer path to creating a lasting legacy
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...
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