As I wrote a few months ago, I was a bit underwhelmed by the tax reform legislation passed last year. On the personal income tax side of the law, while I liked the expansion of the standard deduction, the retention of seven progressive income...
Read MoreMarc Ruiz of Oak Partners, Mind on Money: High Expectations Mean Investors Want Innovation and Revenue Growth
I like craft beer. As anyone who is either a beer geek, or even worse has a beer geek in their life, knows, part of the beer geek experience is dealing with scarcity. There always seems to be a recently released, hard to find beer which is just...
Read MoreMcColly Companies Host Performance Plus Meeting
Retirement isn’t something that the young think about. Neither is investment. However, as we age, we devote more thought into these things as our age begins to catch up to us. Our own mortality reminds us that we need to plan for a time when we...
Read MoreHorizon Bancorp Announces Record Net Income for 2017
Horizon Bancorp (“Horizon”) today announced its unaudited financial results for the three-month and twelve-month periods ended December 31, 2017. All share data has been adjusted to reflect Horizon’s three-for-two stock split effective November...
Read MoreMarc Ruiz of Oak Partners, Mind on Money: Bonds Should Be Part of Diverse Investment Portfolio
There’s been some high profile financial press lately proclaiming “The Bull Market in Bonds is Over." Most investment strategists I follow regularly postulate that bonds, U.S. bonds in particular, have been in a bull market trend since for a...
Read MoreMarc Ruiz of Oak Partners, Mind on Money: Millennials Should Think about Long-Term Goals
Twas the Thursday before Christmas and I was finally able to schedule one of the more gratifying new client meetings of my career. After dropping my new grandpuppy (her name is Molly) off at the house, my newlywed Millennial daughter and her husband...
Read MoreMarc Ruiz of Oak Partners, Mind on Money: Review Debts, Investments in New Year
As most readers know, in my “day job” at Oak Partners I serve individuals and families by helping them with their financial planning and decision making and by building and managing their investment portfolios taking into account their needs and...
Read MoreMarc Ruiz of Oak Partners, Mind on Money: Time To Review Fallout From GOP Tax Plan
The Tax Cuts and Jobs Act, otherwise known as the Republican tax plan was approved by Congress and the Senate this week. It always shocking to me just how much political hysteria surrounds any discussion on federal income taxes. Unfortunately, the...
Read MoreMarc Ruiz of Oak Partners, Mind on Money: Markets Looking for Next Momentum Setter
Iconic investor John Templeton once famously said, “Bull markets are born on pessimism, grown on skepticism, mature on optimism, and die on euphoria." Last week, we talked about pessimism, skepticism and optimism; this week, let’s talk about...
Read MoreMarc Ruiz of Oak Partners, Mind on Money: Bull Run May Be Nearing an End
Iconic investor John Templeton once famously said, "Bull markets are born on pessimism, grown on skepticism, mature on optimism, and die on euphoria." This nugget of wisdom continues to be measure for which market cycles are evaluated by many...
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