White Oaks Insights

White Oaks’ Summer Intern

The White Oaks’ family is excited to welcome Isaac Benner as he begins his summer internship with us. Isaac’s internship will begin virtually as he works from his college home in Duluth, but we are hopeful that he will be able to work from our Minneapolis office later...

From Minnesota to Sarasota

From Minnesota to Sarasota

White Oaks operates nationally, with our headquarters in Minneapolis, and our second office in Sarasota, Florida. I am a born and bred Minnesotan, but I craved living in a warmer climate. Given the chance, I jumped at the opportunity to work in our Florida office. We...

Beware of COVID-19 Scams

Beware of COVID-19 Scams

We all know about the Nigerian prince scams, the IRS phone scams, and the email phishing scams. Now, bad players are taking advantage of the public with COVID-19 scams. This pandemic has brought about feelings of stress, grief, anxiety and worry. Unfortunately, that...

Property Tax Refunds

Property Tax Refunds

Revisiting Your Property Taxes  As the saying goes, April showers bring May…property tax payments. Or maybe it’s flowers? Regardless, spring can mean different things to all of us, but one common denominator in Minnesota is the payment of one-half of our property...

Are you tired of being stuck inside?

Are you tired of being stuck inside?

Things to do while stuck inside.   One thing I have learned about myself in this corona virus crisis is that I am a social animal.  Working from home, while nice for my pets, has been isolating.  Some people hate noise, I hate silence.   I have been inspired to find...

Managing Stress & Wellness

Managing Stress & Wellness

How do we manage our stress and wellness these days? We are not mental health experts, but we are great at connecting resources.  We are all unique human beings, with different pasts and different temperaments.  We all react differently to stress.  A great link from...

Cybersecurity and Coronavirus

Cybersecurity and Coronavirus

An increased dependence on digital technology heightens as more employees are allowed to work from home during the Coronavirus or COVID-19. Also, more people are shopping online and kids are finishing their school year online as well.   This heightened use of digital...

Insuring Your Health When Traveling

Insuring Your Health When Traveling

Your health and travel. Zipping up your suitcase and heading to the airport to embark on a new adventure is exciting. But the to-dos that happen before you leave might not generate the same level of enthusiasm.  For example, booking flights, confirming accommodations,...

Gold- A Precious Holding in Your Portfolio

Gold- A Precious Holding in Your Portfolio

Alex Duty, Portfolio Manager, CFA®, CIPM of White Oaks Investment Management, Inc. explains an often misunderstood investment- gold. In this video, Alex will help investors understand gold and what it does in a portfolio. If you have any questions regarding the video,...

SECURE Act

SECURE Act

Why You Shouldn't Ignore the SECURE Act Finally, three years after first discussed, Congress has passed the SECURE Act as part of the most recent spending bill. President Trump is expected to sign it today. It contains some of the biggest changes to retirement...

A Benefit I Can’t Wait to Use at 62

A Benefit I Can’t Wait to Use at 62

A Benefit to Being 62 and Older I love studying and continuing to learn. I loved college and just finished a year-long Stanford program on innovation last month. An unbelievable benefit of living in Minnesota is that we have a special statute that allows for people...

How I Learned to be Brave

How I Learned to be Brave

In early September, I started on a journey to become brave. I spent every Tuesday evening for 10 weeks at the Brave New Workshop as part of the Brave Tuesdays program. To oversimplify a truly great program, we focused on going from fear-based behaviors to a discovery...

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