Are You Prepared to Freeze Your Credit?

Are You Prepared to Freeze Your Credit? Freeze Your Credit The thought of freezing your credit can seem like taking a test that you are not really prepared for. In the heat of the moment, you may find the only thing freezing is your mind. Unfortunately, data breaches continue to increase in frequency and in...

Helping Women Executives Fly

Helping Women Executives Fly Since 1986, Sharon Bloodworth and the White Oaks’ team have been helping women executives fly. White Oaks works with many women executives as clients. A panel discussion for the Minneapolis-St. Paul Business Journal, on Women Executives in Finance, featured...

Father and Daughter Teamwork

Father and Daughter Teamwork At White Oaks, we believe that father and daughter teamwork is important inside and outside of the office. Portfolio Manager, Alex Duty, brought his oldest daughter, Nella, into the office for Take Our Daughters and Sons to Work Day. Nella had so much fun...

Eight Great Cybersecurity Tips Made Simple

Eight Great Cybersecurity Tips Made Simple October is Cyber Security month. Our Director of Operations, Micki Larson, has compiled a list of top tips to help ensure your cyber security. Eight Great Cybersecurity Tips Public Wifi Access: Be selective when using public wifi.  While fine for looking up dining...

Seeking Good Questions in Financial Planning

Seeking Good Questions in Financial Planning True Wisdom is Knowing What You Don’t Know… Confucius You don’t know what you don’t know… Simon Sinek Good Questions or Good Answers?: Consumers of financial advice need good answers to the challenges facing them and their financial lives. How can I create more...