Last Saturday my brother and I, with a couple buddies, did a winter mountain bike ride at Imagination Glen in Portage. The ride was a fun adve…
I love America, mostly I love the idea that is America. I believe the “idea” has drawn people here from all over the planet, and the fruits of…
Two weeks ago my oldest daughter texted me a link to a blog post she found on Linked In. The thesis of the post was “COVID changed everything …
Recently in my practice we have been assisting many clients with the transition to assisted living or long-term care facilities.
It's often said that the night is darkest before the dawn. With COVID-19 wave two in full swing, the virus is affecting parts of almost everyo…
My readers know I like to delve into the rabbit hole from time to time, and because of my privilege of working with hundreds of families for t…
With the second wave of COVID-19 unfortunately gaining momentum, attention in my practice has turned back to some of the tax provisions relate…
Giving thanks in a year like 2020 surely presents more challenge than any other time I have endured in my 50 years of life. COVID has impacted…
I’ve been working in the investment advice field for nearly 28 years now, but I am still learning new concepts at a regular pace in this compl…
In the world of economic and market prognostication I have heard it said many times, “COVID changed everything.” When I hear this statement, I…
November is here and for those students who submitted early applications for college admissions, the acceptance letters are starting to arrive…
Here we are, the strangest political season I can remember will be over within a few days and the new political party breakdown of the federal…
I'm an aficionado of well delivered one liners, and I am known to instinctively regurgitate one liners in a variety of situations, which somet…
Each of us has an inherent personal money culture determining much of the way we think and manage our personal finances. In my experience, how…
The vice presidential debate did turn out to be a bit more informative and watchable than the first presidential debate. Beyond the bizarre in…
Tuesday evening my brother and I returned from a “Dad’s trip” with our 11-year-olds to the Yellowstone National Park region. It was an amazing…
Ah, the beauty of hindsight, possibly life’s best teacher and also perhaps the most effective tool of my wife, who relishes the phrase “I told…
The Ruiz family has some expertise in bubbles. Our youngest son, Ethan, is a bubble-blowing savant. His version of chilling on a sunny afterno…
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…
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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…
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