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.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
One way to find money is to examine your current spending habits and eliminate money wasters.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
How long does a $20 bill last?
This calculator shows how inflation over the years has impacted purchasing power.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess how many days you'll work to pay your federal tax liability.
This calculator demonstrates the power of compound interest.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
What does your home really cost?
Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.
Here are five facts about Social Security that might surprise you.
What are your options for investing in emerging markets?
Even low inflation rates can pose a threat to investment returns.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.