Our Welcome Videos
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About Oak Partners
Please watch our introduction to Oak Partners video.
Celebrating Over 22 years of Exceptional Client Service
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.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
U.S. Personal Savings Rate
What can be learned from the savings rate?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Lifestyle considerations in creating your retirement portfolio.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
A look inside the U.S. government's statistics on household net worth.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much of your Social Security benefit may be considered taxable.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
The decision whether to buy or rent a home may have long-term implications.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Have you found yourself suddenly single? Here are 3 steps to take right now.
A special needs trust helps care for a special needs child when you’re gone.
Why are 401(k) plans, annuities, and IRAs so popular?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.