Tuesday morning I woke up to reports of impending snowmageddon. I looked at the weather app, it said six to 10 inches. I looked out the window, it was gray and raining. When I came out of the bedroom to make a shot of espresso I commented to my wife,...

It’s always good to know what the future has in store. This is what the Oak Partners State of the Market series seeks to accomplish for its clients. Taking place at Gino’s East Steak House in Dyer, this event covered the market statistics in 2019...

In June of 2019 the Securities and Exchange Commission established a sweeping new standard of conduct for firms providing investment services and advice. These new rules, called REG B-I, are phasing in now and are required to be completely integrated...

When I filed my taxes last year, I had a slight over-payment. Because as a business owner I pay quarterly taxes, I simply instructed the IRS to apply the over-payment credit to next year’s taxes. A few weeks later, I got a letter from the IRS in...

Hundreds of boots crunched through a fresh dusting of snow as families made their way to Crown Point’s Bulldog Park for Oak Partners’ Annual Lace Up Your Skates ice skating party. Thanks to Oak Partners, the night featured cookies, hot cocoa, and...

Writing a weekly column is not an easy task. The biggest challenge is coming up with relevant topics, the second biggest challenge is delivering the article to my editor by Wednesday each week. This week I thought I had it in the bag, I had targeted...

It's likely the stock market was due for a breather, and sometimes stocks go down just to go down, but there is no doubt the Chinese coronavirus provided the perfect backdrop for market sell-off over the past week. This is, of course, a financial...

A dear friend and longtime client enjoys educating me on his world view, which varies in many ways from mine. He is clearly an avid reader and forwards material from lots of different publications into my email. His emails provide me some nice mental...