Mind on Money
Mind on Money is a regular column from Oak Partners, written by Marc Ruiz, that explores the financial topics shaping today’s markets and long-term planning decisions. The column is also published in the
Northwest Indiana Times, providing insight to readers across Northwest Indiana.
About the Author
Marc Ruiz is a financial advisor at Oak Partners, focused on long-term investment strategy and client-centered financial planning. His approach emphasizes disciplined decision making, thoughtful analysis, and aligning financial strategies with each client’s broader goals.

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.







