Newsletters

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... 

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... 

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...

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...

Spreading Joy
Stephanie Hescher

Don't Pay Off Your Mortgage Early
Adam Sipes

An Option For Every Client
Nick Scheumann

And More...

What is a Gift Tax?
Bridget Shoemaker

Die with Zero
Stacey Fargo

Don't Panic During Market Volatility
Mark Vandevelde

And More...

Start the Financial
Discussions Early
NICK SCHEUMANN

Our Number
One Priority
LISA BATCHELDER

Is My Social Security
Taxable?
SHANE CRIST

And More...

Death & Divorce
JOE STARKEY

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

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

And More…

Being Independent
NICK SCHEUMANN

Your Retirement's
Biggest Risk
STEVE KAVOIS

Shut Out the
Noise and Think
Long Term
JOE STARKEY 

And More…

Issue Highlights:

Should I Be Investing Now
SHANE CRIST

Finding the Silver Lining
STACEY FARGO

We Miss You Too!
JOE STARKEY

And More... 

Issue Highlights:

Your Comfort Blanket (Asset)
NICK SCHEUMANN

At Your Service
JESSICA WOTHERSPOON

Sticking to the Plan
MIKE MARSHALL

And More...

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...

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

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...

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...