Oak Partners, Inc.


 

Welcome to our Web site, where you will find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals. 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.

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.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Love and Marriage and Retirement

More than 80% of married couples 45 to 72 say they don't agree on when they should retire, what their retirement lifestyle should look like, or whether they will work in retirement.

One Final Letter

A letter of instructions can help someone clearly state his or her preferences for many important issues such as organ donation, funeral arrangements, and other details not enumerated in a trust.

HOT TOPIC: The Personal Saving Rate: What It Doesn't Mean to You

The term "personal saving rate" can be misleading. It doesn't define "saving" in the same way that most people do. What should the personal saving rate mean to you?

Mark Your Calendar

Once we approach the end of our working years, birthdays take on a renewed importance.

More Newsletters →

February 08, 2010 @ 10:46 PM

Dow Jones Industrials 9,908.39- 103.84
Nasdaq Composite 2,126.05- 15.07
S&P 500 1,066.18- 0.01

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