One survey found that 35% of couples attribute stress in their relationship to financial issues. This could explain why some experts say financial problems are one of the top reasons marriages fail.1,2 Fortunately, when couples work together to...

After 10 years of working at Oak Partners, Wealth Advisor Stacey Fargo has been recognized as a Rising Star by the Rising Star Women Advisor program. While she has worked in the financial services industry for her entire career, she did not begin...

There are parts of the world of financial markets and the banking system that are both vital and at the same time opaque. Unlike the stock market that gets all the attention, with 24/7 coverage and constant punditry, these other corners of market...

For many older adults, finding time to experience nature can be one of the greatest pleasures in retirement. And what better place to take in America's splendor than one of our over 400 National Park Service sites? For over a century, generations of...

As we amazingly head into late October, it’s time to revisit the topic Required Minimum Distributions, or RMDs. The government requires certain individuals with a tax deferred retirement plan to take a taxable distribution each year. This...

Over the past 30 years, Oak Partners has cultivated a strong network of clients largely thanks to its staff’s commitment to strong character and high-quality wealth and retirement planning. The new hires, promotions, and retirements of Oak...

We’ve all had those parenting fail moments, when our stern warnings turn to threats, and then our threats turn to more creative threats and then, nothing, as the kid gets away with it (for awhile anyway). My best frame of reference is in church...

The world is always ending. Especially if you use gold company commercials and Tik Tok influencers as your primary source of financial advice. Sure, bad stuff does happen, and we’ve all been through a lot over the past couple decades. From 9/11 to...

Oak Partners is committed to keeping its clients educated and informed so they can make the best possible financial decisions, and one of the ways it does that is through events. On Wednesday, August 30, Oak Partners held its annual Halftime event to...