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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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Sharon Bloodworth Profiled By Vistage

Sharon Bloodworth, President of White Oaks Wealth Advisors, Inc, was the subject of a profile by Vistage International with 17,000 members in 15 countries. Vistage is a peer to peer learning membership group for senior leadership and Sharon has been a member for the past 8 years. You can read the profile by clicking here. Great…

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Great Visual on Changing Demographics

Demographics are a huge diver of the economy. The charts in this post from Calculated Risk are fascinating. The charts will change every two seconds to show how age has been changing and is projected to change.

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White Oaks Helping Out

    On February 4th White Oaks staff was privileged to be able to help out Second Harvest Heartland and their Meals For Minds Program. The Meals For Minds program coordinates monthly grocery distributions through a mobile food pantry at 10 elementary schools in Minneapolis and St. Paul. Each child leaves a Meals for Minds pantry…

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Clarity Can Be Elusive

It’s important to make sure the message is clear! TEACHER: Donald, what is the chemical formula for water? DONALD: H I J K L M N O. TEACHER: What are you talking about? DONALD: Yesterday you said it’s H to O.

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Employee Stock Options

Those who receive part of their compensation in the form of some type of stock based compensation may want to check out our recent paper entitled “Three Things Executives Miss In Maximizing Their Stock Based Compensation”. 

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Potential Tax Changes On the Horizon

“If you do not change direction, you may end up where you are heading.”  Lao Tzu For the past several years the notion of major tax reform has been part of the discussions on budget and debt debates.  It seems like nearly everybody agrees that getting rid of all the tax loopholes is a big…

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Debt Ceiling Not A New Issue

Without a doubt the rhetoric going on in DC has been frustrating and disturbing to many people. To listen to the politicians on the media one could come to the conclusion that this is the first time this has happened, but in reality the issue has happened 17 times before. I have confidence there will…

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