Broker Check

Newsletters

Spring 2024

Spring 2024

Health Savings Account: Getting the Most out of your HSA, Andy Smith

Technology, AI, and Humanoid in the Future Economy, Jeff Hadt

Buying a Home, Marc Ruiz

The Markets and the Elections, Mario Ruiz

And More...

Autumn 2023

Autumn 2023

AI: Investment Friend or Foe?, Steve Kavois

Bucket Theory For Distributions, Stacey Fargo

Probability of Positive Returns, Mario Ruiz

A Time For Comfort, Nick Scheumann

And More... 

Spring 2023

Spring 2023

The Debt Ceiling, Jack DeHaven

What Is The 50/30/20 Rule?, Andy Smith

Invest in Our Planet, Hannah Christy

Making your Cash Work For You, Mike Marshall

And More... 

Winter 2023

Winter 2023

What is all this talk about the feds these days, Mario Ruiz

Secure Act 2.0, Jeff Hadt

Once in a lifetime, Marc Ruiz

Docusign, Morgan Ericksen

Your Comfort Blanket, Nick Scheumann

Mobile Payment Methods, Shane Crist 

News and Annoucements, Crystal DeHaven

And More... 

Autumn 2022

Autumn 2022

Separating Emotion from Strategy, 
Mark VandeVelde

Knowing your timeline, 
Mike Marshall

Make your 529 Contribution before the end of the year, 
Bridget Shoemaker

Uncertainty, 
Mike Barancyk

And More... 

Summer 2022

Summer 2022

A Way to Hedge Inflation with Bank Assets
Stacey Fargo

The intangible reasons for Oak Partners Events
Nick Scheumann

The Anatomy of Inflation
Marc Ruiz

And More...

Winter 2022

Winter 2022

Why Are Market Pullbacks Healthy
Mark VandeVelde

4 Reasons Estate Planning Is So Important
Andy Smith

When does it makes sense to do a Roth Conversion?
Mike Hadt

And More...

Fall 2021

Fall 2021

Spreading Joy
Stephanie Hescher

Don't Pay Off Your Mortgage Early
Adam Sipes

An Option For Every Client
Nick Scheumann

And More...

Summer 2021

Summer 2021

What is a Gift Tax?
Bridget Shoemaker

Die with Zero
Stacey Fargo

Don't Panic During Market Volatility
Mark Vandevelde

And More...

Spring 2021

Spring 2021

Start the Financial Discussions Early
NICK SCHEUMANN

Our Number One Priority
LISA BATCHELDER

Is My Social Security Taxable?
SHANE CRIST

And More...

Winter 2021

Winter 2021

Death & Divorce
JOE STARKEY

Thank You, Tina! (and FOMO)!
MARK VANDEVELDE

Why You Shouldn't Buy a Car in Cash
ANDY SMITH

And More…

Autumn 2020

Autumn 2020

Being Independent
NICK SCHEUMANN

Your Retirement's Biggest Risk
STEVE KAVOIS

Shut Out the Noise and Think Long Term
JOE STARKEY

And More…

Summer 2020

Summer 2020

Issue Highlights:

Should I Be Investing Now
SHANE CRIST

Finding the Silver Lining
STACEY FARGO

We Miss You Too!
JOE STARKEY

And More...

Spring 2020

Spring 2020

Issue Highlights:

Your Comfort Blanket (Asset)
NICK SCHEUMANN

At Your Service
JESSICA WOTHERSPOON

Sticking to the Plan
MIKE MARSHALL

And More...

Winter 2020

Winter 2020

Issue Highlights

Important Required Minimum Distribution Changes in 2020
MARK VANDEVELDE

The Foundation of Service
JESSICA DOWELL

Casual for a Cause
SUE SHOEMAKER

And more...

Fall 2019

Fall 2019

Issue Highlights

  • A Strategy for Every Client
  • Protecting Yourself
  • Have you created your My Social Security account yet?
  • Bet on Businesses
  • Life Insurance
  • Age is but a Number
  • Should I Refinance?
  • Economics of Climate Change
Spring 2019

Spring 2019

Issue Highlights

Happiness Is Contagious
Stephanie Herscher

The Only Thing Certain is Death and Taxes
BY MIKE BARANCYK

Should I Profit from Things I Don’t Agree With?
MARK VANDEVELDE

Trustee of your Trust
MARC RUIZ

and more...

Winter 2019

Winter 2019

Issue Highlights

Social Security Strategies and Your Retirement
by Bridget Shoemaker

How Are You Impacted by Tax Reform?
Steve Kavois

Staying Balanced and Focused
Joe Starkey

and more...

Autumn 2018

Autumn 2018

Issue Highlights

Social Security Isn’t Dying
by Andy Smith

Avoid Adding Emotional Risk to your Portfolio
Joe Starkey

Why You Want a Retirement Plan in Writing
Mike Barancyk, AIF®

and more...

Summer 2018

Summer 2018

Issue Highlights

New Medicare Cards Coming Soon
by Bridget Shoemaker

Great Recession 2.0?
Steve Kavois

Considering Healthcare Costs
Brett Hill

The Investment Rollercoaster
Mario Ruiz

and more...

Spring 2018

Spring 2018

Issue Highlights

Social Security Isn’t Dying
by Andy Smith

Avoid Adding Emotional Risk to your Portfolio
Joe Starkey

Why You Want a Retirement Plan in Writing
Mike Barancyk, AIF®

and more...

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