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 eating too much tasty food each weekend, and my son Sam seems to be gallivanting through endless parties...

Although his history at Oak Partners began in 2005, Wealth Advisor and Partner Clint Henry’s appreciation for numbers began even sooner. In high school, he was attracted to the markets in general and enjoyed his math classes, ultimately motivating...

Occasionally financial markets just make sense, which is how I was feeling through the late spring and early summer. The Fed and the federal government had both overstimulated the economy and financial markets with loose monetary policy and...

IN MY PRACTICE, CLIENTS HAVE BEEN DEALING WITH AN EXPECTED PLANNING ISSUE THAT IS OCCURRING WITH MORE AND MORE FREQUENCY. THE ISSUE IS MEDICARE IRMAA, AND UNFORTUNATELY NOT BEING AWARE OF, AND IF POSSIBLE, ATTENDING TO THIS MATTER CAN RESULT IN AN...

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 Monday. It did not arrive, and now we are hoping for next week. My wife called an airline the other day to...

With Opportunity Enterprises’ reputation for enhancing the lives of its clients and equipping them for work through job training, it did not take Oak Partners long to notice the organization. When talks of getting further plugged into the community...

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 and I can find no information on the festival for 2021. While there have certainly been more material losses...

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 and financial spectrum. Our primary prerequisite when helping a family is simply “intent.” In the work...

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 me, Purdue has been formative, and as a Dad I can say confidently a Purdue education is a great value....