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Energizer Money to Keep Going, and Going, and Going

Coming fresh off another Easter holiday, I thought I would borrow a phrase from another popular bunny as a metaphor on longevity risk. Investment portfolio construction should consider and attempt to mitigate numerous risks including; market risk, interest rate risk, default risk, liquidity risk, currency exchange risk, and geopolitical risk. One risk however, that frequently…

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Exiting on Your Own Terms

March 31st marks the 10 year anniversary of the infamous Terri Schaivo case in Florida. The lessons learned from that sad and tragic case should serve as a reminder to everyone that one of your most thoughtful actions you can do for your family in life is to plan for your healthcare in case of…

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Assessing Your Financial Health With 5 Easy Questions

There is no shortage of quick-fix schemes in our world today. Whether it’s a trendy diet, slick business idea, or “get rich quick” investment, these claims (more often than not) over promise and under deliver, leading to disappointment and undesirable outcomes. We at White Oaks Wealth Advisors believe that there is no short cut to…

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Change Is In the Air: What to Expect as You Prepare to File Your 2014 Tax Return

This tax season will bring changes to millions of tax returns because of the Affordable Care Act (“The ACA”).   The ACA added 2,400 pages to an already complicated tax code and Inuit, maker of the popular tax preparation software “Turbotax”, estimates that 147 million taxpayers will need some form of ACA tax compliance guidance. Here…

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Who moved the CHEESE? Never underestimate the power of market intervention and regulation.

  “Would you like some Parmesan on your pasta”? Did you know that a Consortium in Italy controls Parmesan cheese?  They are responsible for maintaining quality requirements and origination location but also have the ability to impact production.  According to the Wall St. Journal 1– they reported that the Consortium decided in June 2014 to withdraw…

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Don’t Get Googled! A Stock Option Lesson from the 2008 Crash

Employee stock option grants provide great potential to create chucks of wealth with the leverage they provide. Conversely, wealth can vaporize just as quickly in a falling market. Don’t get caught watching your big payday vanish like the fearful employees, of the well-known company Google, did in 2008. Google Stock Option Grant Story I use…

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