by Tim Fergestad | Jul 21, 2025 | Finance
In real estate, bigger isn’t always better. Large institutions carry heavy overhead, layers of decision-makers, and pressure to deploy capital at scale, often into mediocre deals. At Oak Street Assets, we take a different approach. By staying lean and focused, we...
by Tim Fergestad | Jul 15, 2025 | Finance
In the world of wealth management and financial planning, family offices have emerged as essential entities. But what exactly are family offices, and why do they exist? A family office is a private organization or advisory firm established to manage the financial,...
by Tim Fergestad | Jul 9, 2025 | Business, Finance
On July 4, 2025, President Trump signed the One Big Beautiful Bill (OBBBA) into law, marking one of the most significant tax overhauls since the 2017 Tax Cuts and Jobs Act. While political views on the legislation are diverse, there is near-universal consensus in the...
by Tim Fergestad | Jul 5, 2025 | Business
The successful love real estate. “I became a millionaire because of real estate.” – Arnold Schwarzenegger Did you know Arnold Schwarzenegger first made his wealth through apartment investing before making it big in movies? In fact, he still loves and owns...
by Tim Fergestad | Jun 30, 2025 | Business
In 1978, a simple tax code provision called Section 401(k) quietly entered U.S. law. It wasn’t designed to revolutionize retirement, it was meant to help highly-paid executives defer taxes on bonuses. Yet today, over 60 million Americans depend on 401(k) plans...
