J. Michael Scarborough's third book,
"Ensuring Retirement is the Best Part of Your Life."
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 4, 2021
Look for a 401(k) plan that provides an assortment of investment options, rather than just a few ways to invest. “One of the major things that you want to look for in a plan for small companies is what kind of lineup of investment options will be available to the employees,” says Mike Scarborough, president and CEO of Oak Wealth Partners in Lexington Park, Maryland. “It should be broad-based in the sense that it should have large and small stocks, various types of bonds, some international exposure that is very broad-based, as well as emerging markets." Read more of "How to Pick the Best Small Business 401(k) Plan Provider," here.
Agility PR Solutions – article
December 4, 2020
Oak Wealth Partners announced they will host a retirement planning workshop on 12/15/20 at the Running Hare Vineyard. They have also launched a new and expanded website with fresh insights and improved user experience. Click here for details on the workshop and the new website.
Salisbury University – article
August 12, 2020
Mike Scarborough Named to Salisbury University Foundation Board of Directors The Salisbury University and the SU Foundation, Inc. welcomed four new members to its board of directors, including Mike Scarborough, who is a returning SU Foundation board member. At SU, he was a founding father of the Maryland Sigma chapter of the Sigma Alpha Epsilon fraternity, as well as an inaugural member of the University’s football team and a letter-winning wrestler, inducted into the SU Athletics Hall of Fame.
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.