Today we talk about the topic that just about individual investor would prefer not to have, and as soon as I mention it many of you will skip to the next article on the page. The topic, however, is a vital component of portfolio construction and...

Last week we talked about the importance of completing estate planning, which will at some point require the choice of an executor, when drafting a Last Will and Testament, or successor trustee, when utilizing a Living Trust. As I expressed last...

My 13-year-old son Ethan has Down syndrome. Being the parent of a young person with a disability is both one of the most fulfilling and challenging journeys one can experience. One of the unique things about this experience is the pace of parenting...

The last place a person would expect a team of financial advisors to be on a Thursday morning is a construction site, but that’s exactly where the ladies of Oak Partners, Inc. found themselves on Thursday, May 18. The 11-person crew from Oak...

I live south of U.S. 30 in the Boone Grove area of Porter County. Every day I cross 30 in the morning on the way to the Valpo Y. I can remember often cruising through the stop light at 30 and Rt. 2 without materially slowing down. Those days are...

Financial markets, particularly the stock market, over the short term can be like watching a novel teenage romance. So much drama, occasionally eliciting both elation and weeping in the same darned day. Trying to be an adult in the room, or an...

Amazing acts of generosity happen in the community every day, and Valparaiso High School’s (VHS) athletics department just received a very thoughtful gift. Clint Henry, VHS JV baseball coach and a partner and wealth advisor for Oak Partners,...

Investing in AI can be a highly lucrative and rewarding endeavor. With the rapid advancements in technology and the increasing demand for AI powered solutions, there are plenty of opportunities for investors to get involved in this field. Whether...

Between finding ways to save money, navigating the ever-fluctuating investment market, and planning for retirement, managing your finances can be intimidating. Fortunately, Oak Partners Wealth Advisor Jack DeHaven has a few financial tips on how to...