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Friday’s Thoughts

Summer continues to move along and Labor Day is just around the corner. How are your goals for 2014 coming along? It may be a good time to refocus and keep moving forward. I had another opportunity to guest post on the Paladin Registry site. The link is below in the “Interesting Links” section. Things…

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Friday’s Thoughts

Things we are pondering….. S&P 500 profit margins continue to reach new highs. The nagging question is how long can this continue with an anemic economic growth. One can only cut costs so long. Also, weak GDP numbers from Germany are giving us some cause for concern. We’ve been optimistic about the Eurozone’s prospects, but…

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Friday’s Thoughts

Last weekend I had the extraordinary opportunity to see Paul McCartney at Target Field in Minneapolis. His show was amazing and a tremendous amount of fun! It reminded me that Paul McCartney has been a part of my world since I was 11 years old. Sir Paul McCartney has traveled the globe multiple times, and…

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Friday’s Thoughts

When talking with people I find many are fed up with the devisions in our country and the sharp rhetoric that comes with it. I am too! It seems everyone needs to pick a side and line up one side against another. Yes, at times on weighty issues sharp rhetoric was the only way to…

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Friday’s Thoughts

Warning! Shameless Self Promotion!! Here is a link to a blog article that I wrote for the Paladin Registry. http://www.paladinregistry.com/blog/investing-2/know-need-investment-management/ I am fortunate to be recognized as a Paladin 5 Star “Certified” Advisor. The “certified” means that the Paladin Registry is investigated my background etc. and found it to be accurate and without blemish. Some…

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Friday’s Thoughts

The markets experienced some volatility with some of the world events this week. The downing of the Malaysian passenger plane is clearly a horrible event.  It seems like it is a never ending chain of geo-political events and several have a significant impact on volatility over the short term. Best to insulate a portfolio in…

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Friday’s Thoughts

As many already know we opened a new office for White Oaks Investment Management in Florida this year.  My “northern” friends are surprised with the idea of my spending my time in Florida this summer.  The two most often asked questions are:  “Isn’t it hot?” and  “How are you dealing with the heat and humidity?” …

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Friday’s Thoughts Copy

  In the truest sense, freedom cannot be bestowed; it must be achieved.  ~Franklin D. Roosevelt This nation will remain the land of the free only so long as it is the home of the brave. ~Elmer Davis As many of us relax and enjoy our nations 4th of July holiday I am reveling in…

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Friday’s Thoughts

Summer has hit White Oaks square between the eyes this week. One team member off on a fishing trip to Canada and other team members off to special places and experiences. It is the time of year for graduations, weddings and family get togethers. Of course, all this is as should be. Our team works…

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White Oaks Named to CNBC Top Fee-Only Wealth Management List

White Oaks Wealth Advisors, Inc. has been ranked on CNBC’s Top Fee-Only Wealth Management firms for 2014 and very proud to be included in this top ranking list. We serve high net worth individuals and families representing over $400 million of assets under management with an additional $100 million in custody assets.  The “Top Fee-Only…

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