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 MoreMarc Ruiz of Oak Partners, Mind on Money: The benefits of billionaires
Are billionaires bad? Is a system that allows billion-dollar fortunes to be created and exist inherently unfair or corrupt? As the Presidential primary process kicks off on the Democratic side, a fair amount of the rhetoric thus far has involved the...
Read MoreOak Partners celebrate client relationships at Bulldog Park Ice Rink
Lights were shining, skaters were laughing, and hot chocolate was flowing this Thursday evening at the new Bulldog Ice Rink in Crown Point. Oak Partners, Inc. treated clients, friends and family to a couple of hours on the ice, a hot chocolate bar...
Read MoreJessica Dowell finds ideal culture at Oak Partners
Jessica Dowell grew up in Northwest Indiana and is a graduate of Indiana University Northwest, where she received her BA in Communication. After completion of her degree, she pursued roles in Client Relations, HR, Marketing, and Office Management....
Read MoreMarc Ruiz of Oak Partners, Mind on Money: Estate Plans Are Crucial Road Maps
Over the years helping families with their financial planning, I have come to appreciate the creation and maintenance of a well-crafted estate plan. By providing a solid road map of resources and intentions, an estate plan should not only serve to...
Read MoreMarc Ruiz of Oak Partners, Mind on Money: Planning for Funeral Expenses
Over the past few months I have unfortunately experienced a higher than typical level of people in my life passing away. A number of the passing individuals were clients, and so I was also involved with counseling the family regarding funding for the...
Read MoreMarc Ruiz of Oak Partners, Mind on Money: Interest Rate Hikes Make Stock Market Rally Unlikely
Well, that didn’t go very well. On Wednesday, the Federal Reserve conducted its last policy meeting of the year, at which the Central bank decided/announced it would raise short term interest rates again to a target rate of 2.25 percent to 2.5...
Read MoreOak Partners Made Christmas a Little Brighter for the Children at St. Joseph’s Carmelite Home
The holiday season is commonly known to be the perfect time to give back. It actively reminds us of the importance of helping those in need. The team at Oak Partners, Inc. experienced a rewarding feeling during the month of December as they executed...
Read MoreMarc Ruiz of Oak Partners, Mind on Money: Variable Universal Life Insurance
Variable universal life insurance is permanent life insurance—it remains in force for the policyholder's whole life. And, as with universal life insurance, it provides a flexible premium and an adjustable benefit—meaning the policyholder decides...
Read MoreMarc Ruiz of Oak Partners, Mind on Money: Estimating the Cost of College
Public Costs. Average in–state tuition and fees for public four-year institutions was $9,970 for the 2017-2018 school year. Out-of-state tuition for these same institutions averaged $25,620. Source: College Board, 2017 It doesn’t take a degree in...
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