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Oak Wealth Partners In the News

Oak Wealth Partners founder and CEO, J. Michael Scarborough, has been a media resource for over twenty years. Here is a summary of recent news-related items where Mr. Scarborough has been quoted, appeared and/or been published.

As seen in/on:



Recent media attention


U.S. News & World Report – article

August 12, 2020

Wondering about top retirement funds for millennials? According to Mike Scarborough, CEO of Oak Wealth Partners, a core component in a millennial portfolio should be invested in the technology sector, which he sees continuing to expand over the years. Mike cautions, however, that while millennial investments should be tech-centric, the tech portion should not be to the detriment or exclusion of other important investments. For exposure to the technology sector, Scarborough points to the Fidelity Advisor Technology Fund (FATIX), which holds companies like Apple and PayPal (PPYL). The fund has an expense ratio of 0.76% and a five-year annualized total return of more than 25%, according to Morningstar. Read more in the article, 7 of the Best 401(k) Funds for Millennials, in U.S. News & World Report where Mike was quoted.


U.S. News & World Report – article

August 5, 2020

As small businesses consider how to pick the best 401(k) plan provider, one of the major things to look for in a plan for is what kind of lineup of investment options will be available to the employees, according to Mike Scarborough, president and CEO of Oak Wealth Partners. It should be broad-based with large and small stocks, various types of bonds, some international exposure that is very broad-based, as well as emerging markets. Read How to Pick the Best Small Business 401(k) Plan Provider.


Client Communications - webinar

June 26, 2020

Mike Scarborough was a panelist in an educational webinar produced by Bob Veres and Inside Information. Mike shared how he thinks about and approaches marketing and education for his target market. Watch the video replay here.


Best Practices - webinar

June 26, 2020

Mike Scarborough will participate as a panelist in a educational webinar produced by Bob Veres and Inside Information. Mike will share what’s working – and what’s not – when it comes to client communications, which can be especially important right now given today’s realities and virtual norms. Read the Best Practices in the Financial Services Industry blog post.


Synchrony Bank - article

June 11, 2020

As you prepare your money for a recession, this market affords a fantastic opportunity to invest more money into 401(k)s and 403(b)s, and buy those investments that are in your accounts at lower prices, according to Mike Scarborough, president and CEO of Oak Wealth Partners. Ultimately, says Mike, when the market returns, you will be rewarded for continuing to invest in those accounts. Read How to Prepare Your Money for a Recession.


Plan Sponsor - article

June 4, 2020

The move to get individual annuities out of 403(b) plans may seem contradictory to the present push to get annuities into 401(k) plans, but the real issue, according to Mike Scarborough, president and CEO of Oak Wealth Partners in Lexington Park, Maryland, becomes that many of these products are excessively expensive over what is appropriate. Read The Next Evolution in 403(b) Plans.


BankRate - article

April 19, 2020

Mike Scarborough provides a tip in this article on saving for retirement. Keep all  your assets in view, he says. Read the Bankrate.com article now.


SharkPreneur - podcast

June 19, 2019

Co-hosts Kevin Harrington and Seth Greene speak to J. Michael Scarborough, President and CEO of Oak Wealth Partners, Inc., about how the independently owned and operated investment advisor firm manages money for individuals in qualified plans. Listen to the SharkPreneur episode.


Blast from the past


Fox 5 Maryland - television appearance

January 10, 2013

Mike Scarborough, who was then President and CEO of Scarborough Capital Management (a $1.5 Billion RIA that he built up and eventually sold to his partners), talks about the new fiscal deal and how the changes will affect Americans and investors on Fox 5 News WTTG Washington DC. Watch the Fox 5 segment.