Our Welcome Videos
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About Oak Partners
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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.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
What can be learned from the savings rate?
It sounds simple, but paying yourself first can really pay off.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Estimate the potential capital gains taxes due on your transactions.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate your monthly and annual income from various IRA types.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
$1 million in a diversified portfolio could help finance part of your retirement.
Smart investors take the time to separate emotion from fact.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.