Social distancing, mask wearing, and keeping one another safe may have made our events look a bit different this year, but it didn’t stop the Northwest Indiana community from finding ways to safely gather to entertain. We covered virtual theatre...
Mind on Money: Don’t lose sleep over the ‘Great Reset’
My readers know I like to delve into the rabbit hole from time to time, and because of my privilege of working with hundreds of families for their planning and asset management, I feel like I get to live on the edge of popular thought on economics...
Mind on Money: Some things even a pandemic can’t change
In the world of economic and market prognostication I have heard it said many times, “COVID changed everything.” When I hear this statement, I don’t take it to mean COVID changed everything while we are dealing with the acute phase of this...
Mind on Money: FAFSA is cumbersome, but necessary
November is here and for those students who submitted early applications for college admissions, the acceptance letters are starting to arrive in the mail. Having been through this process before, I know it is an exciting time for students and...
Mind on Money: Election should produce clear-cut winner
Here we are, the strangest political season I can remember will be over within a few days and the new political party breakdown of the federal government should be revealed, which will hence provide us with a better frame of reference for government...
Mind on Money: Our Prosperity Depends on Innovation
I'm an aficionado of well-delivered one-liners, and I am known to instinctively regurgitate one-liners in a variety of situations, which sometimes leaves my co-workers, or wife, wondering what the heck I’m talking about. While movies are of course...
Mind on Money: Different ‘money cultures’ require different approaches
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...
Mind 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...
Oak 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....
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