Expert insights to help make sense of your financial world.
White Oaks 3Q 2023 Update
View the White Oaks 3Q 2023 Economic and Market Update. In this video, White Oaks CEO, Sharon Bloodworth, CFP® comments, "Don’t let how you feel about the economy overrule...
2023 Market Update
View the 2023 Market and Economic Update. White Oaks CEO, Sharon Bloodworth, CFP® comments, "There is about as much nutrition in 'fast food' as there is reality in 'fast...
One of the fastest growing independent firms owned by a woman
Wealth Management RIA Edge named White Oaks to their fastest growing Women owned investment advisors. According to WRRIA edge: While women advisors represent less than...
Micki Kastel, Certified Senior Advisor®
Congratulations Micki Kastel on the achievement of her certified Senior Advisor (CSA)® certification from the Society of Certified Senior Advisors. Micki now joins fellow...
Q3 2022 Market and Economic Update
For our Q3 2022 market and economic update, White Oaks CEO, Sharon Bloodworth, CFP® provides insight into the reality behind the headlines in the latest market and economic...
Q2 2022 Market and Economic Update
For Q2 2022, White Oaks CEO, Sharon Bloodworth, CFP® provides an update on the economic and market news. Does the current market volatility make your stomach nervous? ...
Smartphone Security 101
Smartphone security is essential for anyone who owns a "computer" phone. First, understanding some common security threats will help to keep your mind conscious and eyes...
Ukraine and Inflation: Miserable Twins
Ukraine and Inflation As I mentioned in my last economic update video, 2022 was expected to be a bumpier ride than 2021 given geopolitical and inflation concerns. Both of...
Happy National Love Your Pet Day!
At White Oaks our pets are very loved and pampered and sometimes feature unintentionally in our zoom meetings with clients. We are big believers in having a plan...
Choosing a Tax Preparer
Choosing a tax preparer can become challenging. Your 2021 income taxes are due on April 18. At this point, you may have tried doing them yourself and uttered the words “I’m...
Planning 2022
Planning for 2022 The beginning of the year always comes with a few changes and reminders. The White Oaks' team assembled the following list of items for you to consider in...