Our Welcome Videos
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About Oak Partners
Please watch our introduction to Oak Partners video.
Celebrating 20 years of exceptional client service in 2013.
Welcome to Oak Partners, Inc. where we strive to be your most trusted advisor through our professional knowledge, our integrity and our total commitment to service.
At Oak Partners, we provide comprehensive investment consulting services with the goal of increasing our clients’ wealth and protecting their financial future through professional guidance and a personalized investment strategy. We believe that investing in today’s markets requires discipline, knowledge, and professional experience, and our clients trust us to deliver prudent advice and help maximize their returns.
Our site is designed to educate you about the basics of financial planning, give you insight into our investing philosophy and unique methods, and to provide easy access to market performance data. We hope that you will find these resources useful and will visit often.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Life and Death of a \$20 Bill
How long does a $20 bill last?
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Here's a breakdown of how the federal government spends your tax money.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess how many days you'll work in 2012 to pay federal tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
How federal estate taxes work, plus estate management documents and tactics.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
When do you need a will? The answer is easy: right now.
If you died, what would happen to your email archives, social profiles and online accounts?
What does your home really cost?
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.