White Oaks Insights

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...

2019 Year-End Planning

2019 Year-End Planning

Planning Ideas to Consider as 2019 Winds Down We tend to blame a lot of things on the weather – aches and pains, disrupted sleep schedules, longer than normal commuting times, etc. The list goes on. My experience tells me that the rush to dig into financial planning...

Giving Thanks by Giving Back

Giving Thanks by Giving Back

With Thanksgiving right around the corner, the holidays tend to bring people together. Thanksgiving is a time for reflection and giving thanks. It is also a time to give back, and White Oaks', Cyndi and I spent some time volunteering with Feed My Starving Children....

With Fall Comes Open Enrollment

With Fall Comes Open Enrollment

Open Enrollment Cooler temperatures and colorful leaves are the most obvious signs that we're about to transition seasons. The new season also means the arrival of the annual open enrollment email in your inbox. It's easy to make this decision on auto-pilot, choosing...

Investment Diversification, Part II

Diversification Video, Part II Before watching part II, please watch Alex's Diversification, Part I Video.  In Part I, Alex Duty, CFA, CIPM, discusses the functionality of diversification. Alex speaks about investment strategies and the science of a well-diversified...

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...

When Can I Retire?

When Can I Retire?

When can I retire?...a question of great significance to many individuals. Laura Bereiter, CPA, CFP®, of White Oaks was quoted for answering this very question.  The article consists of the Top 11 Retirement Planning Questions Clients Ask.  Laura comments, "Our answer...

The Debate Over Dividend Stocks

The Debate Over Dividend Stocks

Alex Duty, our portfolio manager, wrote a great white paper on dividend investing. Dividend investing is a popular strategy and one we come across from incoming clients.  Alex’s position is that dividend stocks only earn abnormal returns due to their value tilt, not...

Reflecting on Summer at White Oaks

Reflecting on Summer at White Oaks

Where it all began The past three months at White Oaks has been one of the best experiences that I’ve ever had. Reflecting on summer at White Oaks, my path to get here was quite unconventional. Unlike previous interns, I did not go through a rigorous recruitment...

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