When it comes to the federal government it seems like it's all bad news all the time. The 24-hour news channels have obviously discovered it's…
Market action week was a bit of a wakeup call for investors who may have gotten complacent during the sustained summer rally we are enjoying. …
As the dad of a high school senior this year. We are smack dab in the middle of “open house season” as it is being called in our house. I am e…
Occasionally financial markets just make sense, which is how I was feeling through the late spring and early summer. The Fed and the federal g…
In my practice, clients have been dealing with an expected planning issue that is occurring with more and more frequency. The issue is Medicar…
Often 401(k) plan balances can be left behind, but sometimes they can’t.
I ordered, and paid for, a new garage door in the first week of February this year. The garage door was finally supposed to be delivered last …
Three Floyds Dark Lord Day may end up being one of many permanent changes resulting from the COVID-19 crisis. The event was postponed in 2020 …
Although the work my team at Oak Partners does is mostly concentrated with clients in their mid-50s to mid-70s, we do work throughout the age …
I am proud to be a Purdue grad. The institution has served me and my family exceptionally well. From my Mom before me, to my daughters after m…
Currency valuation, in this case the relative value of the U.S. dollar, has implications across the economy and markets. Despite the importanc…
The husband and wife are one of our best client families. Owners of a successful small business that was sold with excellent timing, they know…
About once a year I am reminded of how dangerous the modern world has become due to financial scammers. Like most bankers, investment advisers…
The highly significant first 100 days of the Biden presidency is now behind us, and like President Trump and President Obama before him, Presi…
After the unprecedented monetary policy actions by the Federal Reserve and the continuing efforts by the federal government to stimulate the e…
Much of the financial world has taken a renewed interest in the topic of inflation recently. This renewed interest is a bit of a sea change, a…
After the events of the past two weeks, I was glad to take a long weekend doing some spring skiing in Utah. At the end of a 65-degree short sk…
This week my family and my Oak Partners family were devastated by unimaginable tragedy when Joe Starkey, my brother-in-law and business Partne…
Toddlers, teenagers and investors. With my oldest daughter on the threshold of 27 and my youngest son at 11, it feels like I’ve been raising k…
The SECURE Act, which became law in December 2019, made some important changes to the rules governing IRAs and other retirement plans.
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As I went through my morning routine on Tuesday, I watched CNBC as they were interviewing Senator Elizabeth Warren touting her wealth tax proposal.
The 10-year U.S. Treasury Bond is clearly the highest profile benchmark for the U.S. bond market. When I wake up each morning, I check all the…
As we dig out from two feet of snow here in the Region, I know it seems particularly ironic to write a column about global warming.
I still vividly remember the high energy drawl of Ross Perot, renting prime-time network infomercial time to educate us on the insanity going …
This column is for my brothers and sisters in the struggle. For those among us who, like our household, have a high school senior in their ranks.
It was the Friday before Martin Luther King Day in the year 2000. I was 29 years old and at the airport with six buddies, waiting for a mid-mo…
2021 may be a year for a little creative IRA tax planning.
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