One of my dear clients came in for her review earlier this week. We started the meeting off as we usually do, addressing any questions the client may have. The question she asked kind of caught me off guard. She said, “Marc, what can you tell me...
Read MoreMarc Ruiz of Oak Partners, Mind on Money: Tax Reform Turning Out to be Hot Mess
I’ve been following the Republican effort to reform the tax code being led by President Trump. As this plan has coagulated through the negotiation process it's morphed quite a bit from my original expectations. At this point, much of my hopes for...
Read MoreREGIONAL Federal Credit Union Offering Holiday Loans as low as 6.74% APR*
What would you do with an extra $1,200? Our Holiday Loan lets you borrow up to $1,200 with a low 6.74% APR* and 12 month term, to use for absolutely anything you can imagine! Apply online or talk to a Lending Expert at 1-800-762-7419 today!...
Read MoreMarc Ruiz of Oak Partners, Mind on Money: October Can Be Scary Time for Investors
As an experienced investor, I have to admit I suffer from a bit of seasonal superstition. While I know that over the long term, there is very little data to validate some of these seasonal pre-dispositions sometimes bias does not bend to logic, and...
Read MoreOak Partners Host Economist Robert Stein for Client Dinner
As guests arrived at the Lighthouse Restaurant in Cedar Lake Wednesday evening, they were greeted by the friendly faces that make up Oak Partners, a glass of wine, and a scenic view of the lake outside. The special guest for the evening was economist...
Read MoreMarc Ruiz of Oak Partners: Mind on Money – Have 20 Percent Down Ready When Buying a Home
Well the wedding was wonderful and the bride was beautiful. Off she, now they, flew to the only part of the Caribbean not devastated by hurricanes this year, and it was over. All of us left behind breathed, I think for the first time in months, as we...
Read MoreIndiana University Northwest Hosts Fall 2017 Chancellor’s Commission for Community Engagement
Economics is the very heartbeat of the American Dream. From small businesses to city governments, the ability for them to thrive is paramount to fulfilling that dream for anyone in America. We have a unique advantage in our country, in that anyone...
Read MoreImagine the Possibilities with a Home Equity Line of Credit from REGIONAL
Unlock the equity you've worked hard to build and say YES to the possibilities with a Home Equity Line of Credit from REGIONAL. When you've got big ideas, a Home Equity Line of Credit from REGIONAL helps you make them happen. Home improvements, major...
Read MoreClients & Families Have a Blast at Oak Partners’ 8th Annual ‘Oaktoberfest’
For Oak Partners Inc., the fall season represents a busy time for the Northwest Indiana-based wealth and retirement planning corporation. Each year, the season is filled with events and client-centered social engagements that grant partners,...
Read MoreMarc Ruiz of Oak Partners: Mind on Money: ABLE Offers Financial Stability for Children With Special Needs
In 2014, the Federal Government passed the Achieving a Better Life Experience Act (ABLE). This new law was actually an extension of the 529 college savings laws. It allowed money to be held for a disabled child’s use without adversely affecting...
Read More- « Previous Page
- 1
- …
- 23
- 24
- 25
- 26
- 27
- …
- 39
- Next Page »