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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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Friday’s Thoughts….

I have been in Minnesota this week. Always good to be with the Planning and Family Office team. Clearly they are the reason for the CNBC Top 100 Fee-Only Wealth Management firm recognition White Oaks recently received. What they do is amazing! None finer exist! The group has been working on reviewing and refining our…

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Friday’s Thoughts….

This was an interesting week with a couple of days spent in New York City… always an interesting place; full of energy and excitement but, at the same time, loud and difficult to get from point ‘A’ to Point ‘B’. It is quicker to walk in some cases. One cab ride was 2.2 miles and…

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Parallel Universes and other Anomalies

One of the tenants of the White Oaks Investment philosophy is to put yourself in a position that your ideas are challenged and to consider other points a view that may be helpful. There are a variety of ways to accomplish this. One is to get the research of large firms that make their work…

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Victory Dance

I was visiting my mother in Arizona recently.  Every day at 3:00 p.m. a group gets together to play water volleyball. I thought to myself “I like volleyball; I’m tall and can occasionally spike the ball.”  When the group waved me over I was thrilled to get in there and show them what I can…

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