Expert insights to help make sense of your financial world.
Q3 2021 Market and Economic Update
Wondering how the markets and economy are doing? In this economic review video, White Oaks CEO, Sharon Bloodworth, CFP®, explains.
Alex Duty: A personal look inside
You may have spoken with Alex regarding your portfolio performance. He is the brain behind our funds and performance. Alex Duty is our Portfolio Manager, CFA®, CIPM®. We...
Estate Planning – Overcoming Barriers
Estate planning is hard. Despite death being one of the only certainties in life, we don’t like to plan for it because we don’t like to think about it. In addition to the...
Micki Kastel: A personal look inside
You may have talked with me, Micki Kastel, Director of Operations, on the phone to confirm distribution details or needed help with your account access. I have been...
Helping Parents with Bill Paying
Helping your parents choose someone to help with their bill paying As many of us have aging parents or find ourselves aging, something that is done every day can become very...
Conservative Portfolio in Retirement
Should my portfolio be more conservative in retirement? This is one of the most frequent questions we receive. Some old adages like “My portfolio should have the same...
Laura Bereiter: A personal look inside
You have, most likely, spoken with Laura on the phone or in a client review meeting. She provides our clients with valuable tax and financial planning advice. Laura...
The How and Where of Your Emergency Fund
Advice abounds about how much to have in your emergency fund (our answer: 6 months of living expenses if you’re working, 18-24 months if you’re retired), but the logistics...
Q2 2021 Market and Economic Update
In this economic review video, White Oaks CEO, Sharon Bloodworth, CFP®, says the economy is booming, unemployment is rebounding, and most areas of the economy are...
Unclaimed Property Searches
Have you Received a Call? Have you received a call from an organization who tells you that you have unclaimed property in the state of X, Y or Z ? This wonderfully helpful...
Cyndi Castle: A personal look inside
You may have spoken with Cyndi Castle on the phone and she has helped answer your account questions, or helped you with your new account set up and transfer process. Cyndi...