White Oaks Insights
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 child is just about ready to enroll in college. Suddenly, your child’s need for the account...
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 good deal about you and your family, but what does your family know about your advisor? Would...
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
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
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
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?
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
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
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...
White Oaks 1Q20 Economic and Market Outlook Update
In this economic review video, White Oaks CEO, Sharon Bloodworth, CFP® discusses the stock market swings amid coronavirus uncertainty as well as details and benefits of the CARES Act relief.
Economic and Corona Virus (COVID-19) Update
In this economic review video, White Oaks CEO, Sharon Bloodworth, CFP® discusses the corona virus and its potential impact on the global economy and stock markets.
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
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
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 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...