Oak Partners, Inc.


 

Welcome to Oak Partners, Inc. where we strive to be your most trusted advisor through our professional knowledge, our integrity and our personalized service.

At Oak Partners we provide comprehensive investment consulting, with the goal of adding value to your investment efforts and maximizing results.  We hope you see the value of working with skilled professionals to pursue your financial goals and we are here to help educate you about the basic concepts of financial planning, to help you learn more about who we are, and to give you fast, easy access to market performance and data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Our website contains a wealth of information in the form of recent newsletter articles, calculators, and research reports. 

 

 

Securities and advisory services offered through SII Investments, Inc., member FINRA, SIPC and a Registered Investment Advisor.  SII and Oak Partners are separate companies.  SII does not provide tax or legal advice.

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Lease Interest

What's the interest rate on the lease you're considering?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

Patching the Alternative Minimum Tax

The future of the AMT is uncertain, yet it is important to consider the possible effects of the AMT on your tax situation.

Fixed Annuities May Offer Stability

A source of guaranteed income may help remove some of the uncertainty associated with retiring when the financial markets are fluctuating.

Confident in Consumer Confidence?

The consumer confidence index can be a useful tool, but it should play only a minor role in an investor’s overall outlook.

Are You Making These Cash Mistakes?

With interest rates at historic lows, what should you do with the money you save?

More Newsletters →

July 29, 2010 @ 02:20 PM

Nasdaq Composite 2,254.59- 9.97
S&P 500 1,102.68- 3.45

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