Expert insights to help make sense of your financial world.
Meryl Roberts: A personal look inside
In 2021, White Oaks would like to give our clients and friends a personal look into the lives of our White Oaks family. Today we are taking a glimpse in the life of Meryl...
2021-01 Economic Update & Market Outlook
In this economic review video, White Oaks CEO, Sharon Bloodworth, CFP® provides a short summary at the front of the video and a deeper analysis beyond that. 2021 looks like...
3rd Quarter Economic and Market Update
In this economic review video, White Oaks CEO, Sharon Bloodworth, CFP® answers the most frequent investor questions. With all the election anguish increasing stress on...
How to Keep Upbeat During COVID
COVID has been hard on everyone, and harder on some – many people were filled with anxiety, fear and uncertainty about their lives and health as the world changed around...
401k: What You Should do When You Change Jobs
What to do with a pre-existing 401(k) when you change jobs....I recently joined the White Oaks Wealth Advisors team (and I’m so excited!). For my inaugural blog post, I am...
Gifting Strategies for Today
Strategies for gifting today There are many options for gifting to loved ones. The goal of a long-term financial plan is to save and invest enough so you can fund their...
Economic and Market Update for 3Q 2020
In this economic review video, White Oaks CEO, Sharon Bloodworth, CFP® offers her under-the-hood views of the economy relative to the headlines. This includes the economic...
Vacation Home Rental
Vacation Home Rental Tax Treatment and Other Considerations A vacation home, be it a cabin, lake house, or a warm-weather escape from harsh winters, can be a great asset for...
Journey of Widowhood
Journey of Widowhood: Grief, Trust and Healing Widowhood is a hard and stressful experience for anyone, whatever age you may be. We are dependent on each other in so many...
529 College Savings Plan Unused
What to do with an unused 529 college savings plan You have done your due diligence and opened a 529 college savings plan for your child. The account has grown, and your...
Your Adult Children and Financial Advisor
Is it time to introduce your financial advisor to your adult children? You’ve likely had a relationship with your financial advisor for many years now. Your advisor knows a...