Oak Partners, Inc.

Oak Partners, Inc. Founded in 1993, Oak Partners has been dedicated to the creation and preservation of wealth. Oak Partners, Inc. The relationship makes the difference.

wealth and retirement planning has been the Regions Partner in Retirement for over 25 years. Oak's team includes 18 LPL registered Financial Advisors and an incredible support staff of 20. Oak supports the team approach and believes in keeping their clients educated and informed. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. fin

ra.org sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

09/01/2026
A $48,000 house in 1976. A $330,000 starter home today. Same family, three generations, one deck, and a long argument ab...
08/24/2026

A $48,000 house in 1976. A $330,000 starter home today. Same family, three generations, one deck, and a long argument about which era had it harder.

In this week's Mind on Money, Marc Ruiz runs the inflation-adjusted math with his father-in-law and his son, and lands somewhere neither of them expected. Bigger houses. Better cars. And dollar figures that feel far more intimidating than they used to.

His take on why: the law of large numbers. Investors will buy a stock at $100 that they would have passed on at $1,000 before a split. A $300,000 mortgage works on the mind the same way.

Marc Ruiz on a three generation family debate over home prices, gas and wages, and why the law of large numbers makes today's dollar figures feel bigger.

🏈💙 The Ippolito Team Just Added Its Cutest New Player! 💙🏈We’re so excited to share that our own Morgan Ippolito and her ...
08/21/2026

🏈💙 The Ippolito Team Just Added Its Cutest New Player! 💙🏈

We’re so excited to share that our own Morgan Ippolito and her husband, Mike, welcomed their sweet baby boy, Rocco Michael!

Rocco made his big debut on August 10 at 6:11 PM, weighing 7 lbs. 2 oz. and measuring 19¼ inches long.

Congratulations, Morgan and Mike, on your adorable new team member. Welcome to the world, Rocco Michael! 👶🏼

Still here. Still serving. Still smiling. 💚The derecho may have knocked out our power, but it hasn't knocked out our com...
08/21/2026

Still here. Still serving. Still smiling. 💚

The derecho may have knocked out our power, but it hasn't knocked out our commitment to clients! ⚡

Our team has been showing up, working hard, and keeping things moving - even while operating on generator power. Today, we took a little time to enjoy lunch together and appreciate the people who continue to show up for one another. 🍕☀

To our clients: we're here for you.

We're so grateful for our incredible team, our wonderful clients, and a little bit of sunshine after the storm. ☀💚

Japan has held interest rates near zero for decades. That era now appears to be ending, and the effects are already show...
08/17/2026

Japan has held interest rates near zero for decades. That era now appears to be ending, and the effects are already showing up in U.S. Treasury yields.

In this week's Mind on Money, Marc Ruiz walks through the Yen carry trade, why the Bank of Japan's rate increases are unwinding it, and what a 30 Year Treasury yield above 5% could mean for portfolios.

Fair warning from Marc: this one gets a little wonky. It is also very timely.

Marc Ruiz explains how rising rates in Japan are unwinding the Yen carry trade and pushing U.S. Treasury yields higher, and what it may mean for portfolios.

08/11/2026

Due to the inclement weather our Crown Point, St. John and Valparaiso offices currently have no power. Our offices will be closing early today Tuesday, August 11th.

Oak Partners, Inc.

08/10/2026

A little lunch break fun never hurt anyone! Except Clint 😂😂😂

Address

55 W. 94th Place
Crown Point, IN
46307

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+12197951000

Website

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