Our Welcome Videos
Please watch our brief welcome video.
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.
When Do You Need a Will?
When do you need a will? The answer is easy: right now.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
When considering life insurance, it's important to understand your options.
For many, retirement includes contributing their time and talents to an organization in need.
It may help your business be better prepared in the event of the death of a principal or key employee.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how long your retirement savings may last using various monthly cash flow rates.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Do you have causes that you want to support with donations? Here are three tips.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Even low inflation rates can pose a threat to investment returns.
There are things you can do to keep yourself safe when you lose your wallet.
Three things to consider before dipping into retirement savings to pay for college.
$1 million in a diversified portfolio could help finance part of your retirement.