Newsletters

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 2021

Winter 2021

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

Tax Reform
Shane Crist

The Part-Time Retiree
Joe Starkey

Broker Dealer Change
Marc Ruiz

Ask Your Advisor if they are a Fiduciary
Mike Barancyk, AIF®

and more...