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.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Required Minimum Distributions

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

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

Help Your Family Help You

Obviously, most of us prefer to keep our personal finances personal, but opening a discussion about family finances could help prevent headaches and challenges when difficulties strike.

Estate Conservation You Can Trust

Trusts are popular estate conservation tools that can help facilitate the smooth transfer of estate assets and maintain the family’s privacy.

Measuring the Jobs Situation

Many people understand that a rising jobless rate is one of the hallmarks of a shrinking economy. But the national unemployment rate does not always reveal a complete picture of the jobs outlook.

Still Time for Stimulus Benefits

The American Recovery and Reinvestment Act of 2009 offers some short-term tax benefits designed to encourage consumer activity and boost particular sectors of the economy.

More Newsletters →

July 29, 2010 @ 02:16 PM

Nasdaq Composite 2,252.23- 12.33
S&P 500 1,101.06- 5.07

[ Markets | Charts | Quotes | Portfolio ]


Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
© eSignal. A division of
Interactive Data Corporation. (NYSE:IDC)
All rights reserved.