Power of Attorney: Planning for Tomorrow, Today

Most people are familiar with the power of attorney form because of its place in the common triad of estate documents that also includes a will and health care directive. Financial advisors and attorneys often recommend all three be executed for a complete estate plan to cover the majority of future needs. But low and…

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Tale of Two Banks

The tale of two banks… There are no traffic jams along the extra mile. Roger Staubach Recently I reviewed the items stored in my parent’s safety deposit box at the bank. The bank had requested we update information on the account and since I am a co-owner on the account I needed to be present….

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Tax Projections: Be Proactive Now to Avoid a Surprise in April

If you’re like me, you can hardly believe that the Fourth of July has come and gone for another year. Not only is the summer halfway over, but so is the calendar year. For most people, Independence Day is an excuse to escape from their normal grind and relax for a few days. While I…

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View the White Oaks 3rd Quarter Economic and Market Update

The quarterly Economic and Market Updates are now located on the White Oaks Investment Management Private Blog.  To view the 3rd Quarter Economic and Market Update, click on the following link: Please note, if you have not done so already, there is a one-time registration/sign up process to access the private blog.  For any questions regarding…

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Forget about Greece – what about Puerto Rico?

Investors started off the last week of June with a global equity sell off sparked by the breakdown of talks between Greece and its creditors. To the surprise of many, Greece walked away from negotiations with its lenders and called for a national referendum on July 5 to determine whether the Greek people are in…

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