I’ve had a number of conversations recently regarding the use of living trusts, or a more specific type of trust called an IRA beneficiary tru…
I enjoy reading Tom Clancy novels. I’ve always appreciated the way Clancy’s plots connect disparate micro events and small trends and pull the…
In September 1998, before I was even writing “Your Mind on Money,” the stock market was blazing hot and heading higher. A local newspaper colu…
A dear client of Oak Partners passed away late last year and my team has been assisting with her trust administration process. The client was …
Thinking back to the dark days being stuck in my “bunker” during the dreadful COVID quarantine, and still sympathizing with those in our commu…
I suppose it’s not surprising that after the Federal Reserve expanded the U.S. supply of dollars by $3 trillion and the U.S. federal governmen…
I was able to spend a couple days with my young adult nephews last week while on a family getaway trip. All of them are impressive young men. …
As we inch ever closer to the new normal in the post-COVID-19 world, regular client meetings are steadily resuming in my Oak Partners practice…
Some types of investment yield seem, for now, to be a thing of the past. The word “yield” in this conversation describes the practice of recei…
Looking back at the dark days at the beginning of the COVID-19 crisis, it seems like a long time ago already. So much happened so quickly, and…
We are living through a grand experiment, some kind of double-blind economic study. Once we open our eyes to this possibility, the immediate q…
After my son Ethan was born with Down syndrome, I began to integrate financial planning for families with special needs individuals into my pr…
Everyone rightfully has a COVID-19 opinion, and a good number of us also have a couple COVID-19 conspiracy theories as well. I, of course, am …
A month ago, if someone would have told me I’d soon be appreciating the serenity of being holed up in my bunker during the COVID-19 quarantine…
With stocks marching back toward levels seen at the beginning of the year, investment statements are looking much less unsettling than they we…
I didn’t think we would ever get there, and while the concept fills me with curiosity, I am also quite anxious about the idea of negative inte…
I am answering the same question a couple times every day now, “Marc, with the economy shut down and everyone locked down at home, how can the…
Who doesn’t remember the “just wait till your father comes home” line? I know I do. As a hyperactive 10-year-old, I was always committing some…
Ask me a week ago, and I would have said it would be hard for the world to get any stranger than it has been over the past two months. But Mon…
In my opinion, investing lines up as much in the column of a social science as it does in the arena of a financial discipline. I’ve long viewe…
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The U.S. Congress has been working at a record pace over the past few weeks to deliver an unprecedented level of financial relief to Americans…
“I change my mind when the facts change Sir, what do you do?”
Sometimes the price of freedom is doing what we have been asked, so we don’t have to do what we are told. These unprecedented times call for a…
My Purdue daughter is having a great semester. She’s recovered from the brutal first year engineering classes of last year, she’s got new pals…
In my youth I was a radical libertarian, but barring a situation like the world of the "Hunger Games," a radical libertarian is a bit of an ox…
Tuesday morning I woke up to reports of impending snowmageddon. I looked at the weather app, it said six to 10 inches. I looked out the window…
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