In late September of last year, fears of a recession and widely predicted declines in corporate profits dominated the financial press. As could be expected, investor sentiment soon followed suit and U.S. stocks went into steep declines. A review of...
Read MoreMarc Ruiz of Oak Partners, Mind on Money: The best way to approach debt reduction
April is National Financial Literacy month so we are going back to financial planning basics. Last week we discussed the first two steps in the process toward financial independence used by many financial advisers, and promoted by financial media...
Read MoreMarc Ruiz of Oak Partners, Mind on Money: April is financial literacy month
April is national financial literacy month. A topic near and dear to my heart. If I had to give America a financial literacy grade I would say we have a solid C+, but I believe we are trending higher. The very fact we have a high-profile financial...
Read MoreMarc Ruiz of Oak Partners, Mind on Money: Down to the wire on reducing 2018 tax burden
With April 15 fast approaching, we are getting down to the wire on taking steps to potentially reduce your tax bill. As I mentioned in the column a couple of weeks ago, almost immediately following the Tax Reform and Jobs Act of 2017, the government...
Read MoreMarc Ruiz of Oak Partners, Mind on Money: Making Sense Of A Home Warranty
As a consumer, when you purchase an expensive item, like a car or refrigerator, you expect to receive a warranty that the manufacturer will repair or replace that product if it breaks down. A warranty makes sense for big-ticket purchases, but what...
Read MoreOak Partners celebrates March Madness alongside clients, friends, and family
Oak Partners welcomed their clients to March Madness at Catch 22 Table & Tap Thursday evening. The wealth and retirement planning company covered food and drinks while spending time connecting with their clients. The atmosphere was full of energy...
Read MoreA whole-person approach to financial advising: Part 1 of a two-part Oak Partners series
Setting up shop in Oak Partners, Inc.’s inviting office in downtown Valparaiso, Chris Mahlmann, Founder of the Life Sites, convened a round-table discussion with members of the Oak Partners team. The group covered a lot of ground in the space of an...
Read MoreMarc Ruiz of Oak Partners, Mind on Money: Tax reform leads to shock for some
I first became aware of the issue as I was stepping toward the bar while waiting for a table at an authentic Wisconsin supper club after a fun but exhausting afternoon getting my nine-year-old some ski time at Wilmot ski area in Southeast Wisconsin....
Read MoreMarc Ruiz of Oak Partners, Mind on Money: Please Leave Home Without It
Concerns over identity theft continue to grow, especially with news of data breaches at major companies and financial institutions. Unfortunately, you have little control over the hacking of these companies, but you do have control over your actions....
Read More- « Previous Page
- 1
- …
- 21
- 22
- 23
- 24
- 25
- …
- 33
- Next Page »