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,...
Read MoreMind on Money: AI is intriguing, but still needs to prove itself
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...
Read MoreNavigate 2023 with financial tips from Oak Partners’ Jack DeHaven
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...
Read MoreMind on Money: Spring is financial aid season
It’s that time of year again. The breeze in Northwest Indiana, now warmed by the promise of spring, is no longer considered an adversary. As the grayness of winter moves into the rearview mirror, many families will start to focus on upcoming...
Read MoreMind on Money: BRICs shouldn’t be feared
Last week’s column on the fear being stoked online about the coming demise of the U.S. dollar and the reserve “petro-dollar” elicited some strong feedback, some supportive and some critical. I see the topic even creeping into the mainstream...
Read MoreMind on Money: Bank crisis creates uneasiness
I remember the first time I saw the Christmas movie classic “It’s a Wonderful Life” with Jimmy Stewart, and I was fascinated with the famous bank run scene. I was just a kid, and of course didn’t understand the scene completely, but I knew it...
Read MoreOak Partners welcomes clients to annual March Madness celebration
Oak Partners celebrated the onset of March Madness on Thursday evening, inviting its clients out to catch the annual college basketball tournament at Public Bar & Rec, one of the newest additions to the Crown Point Square. The wealth management...
Read MoreMind on Money: Stock buybacks can be good corporate policy
In the realm of quotable quotes, iconic investor Warren Buffet is in my opinion the crème de la crème. Buffet, now 92 years old, emits the wisdom of free enterprise like Yoda himself, often providing the most candid, crustiest and funny material an...
Read MoreMind on Money: Be informed and prepared in face of geopolitical instability
Last year on the day Russia invaded Ukraine I was speaking to a large group of clients and guests at our annual “kick-off” dinner. During the Q&A part of the event, the questions of course turned to the topic of the impending war in Europe...
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