It was 1989. As a young college kid, I was walking through the Chauncey Hill mall area at Purdue. Two pretty girls standing behind a folding table asked me if I wanted to sign up for a Visa card to get a free two-liter of Coke and a t-shirt. I was...
Mind on Money: Investing in China presents risks
I’ve never been drawn to investing in China. As early as 2005, I remember attending investment conferences where speakers would flash the stats about the emerging Chinese economic phenomena on screen. Population size, growth rates, urbanization...
Mind on Money: Be prepared for cyber threats
October is national cyber security month. What does it say about our modern world that we even have to have such a thing? Cyber security, however, is a really big deal. While contemplating the full potential of the risks we all accept by being active...
Mind on Money: Economic fundamentals drive markets
Last Christmas my parents bought my wife and I tickets to the musical “Hamilton” in Chicago. The tickets were definitely a splurge I would have had a hard time splurging on. But thanks to Mom, ever hopeful to instill some culture in her...
Mind on Money: Be aware when warning lights flash
I love my truck. I mean I really love it, in kind of like a boy and his dog kind of love. So, I was completely devasted the other night when I came out of a meeting at church at 8:30, went to start my truck and was greeted with a huge yellow wrench...
Clients, partners, and families share fireside travel tales at Oak Partners’ Inspire Retirement RV Event
Nothing embodies the spirit of an American retirement more than an RV. With the road stretched out in front of you and your 9-5 responsibilities a thing of the past, life after retirement is open to adventures, vacations, and time spent with the ones...
Mind on Money: Recessions aren’t announced or scheduled
I’ve spent the last five of seven work days, and half a Sunday, at investment and economic conferences. Two days in Chicago, three days in San Diego. Learning is hard work, I’m exhausted. It’s pretty easy to see the topic on the mind of the...
Oak Partners, Inc. blends entertainment and education at annual Halftime Report
The view of the sunset on Cedar Lake from the private second floor dining room lay a perfect scene for Oak Partners, Inc.’s clients to toast to a solid first half at the annual Halftime Report dinner and presentation at The Lighthouse Restaurant....
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