White Oaks Insights

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...

Families and Financial Planning

Families and Financial Planning

Families and Financial Planning While studying Personal Financial Planning (PFP) at Texas Tech University, I noticed in one of my classes of 40 students, I was one of 10 females. Then, I realized that this pattern is the gender distribution in all my PFP courses....

Gift Card Fraud – Protect Yourself

Gift Card Fraud – Protect Yourself

Gift cards have become a very popular and easy way of gifting, and scammers and fraudsters are waiting out there to take advantage of retailers and consumers. I would like to share our experience of gift card fraud with you, so you can prevent this from happening to...

Lending Money to Family

Lending Money to Family

A situation we see here at White Oaks often is our clients want to help family. One way to do this is by a family loan. Whether to a parent, a sibling or a child, our clients often feel an altruistic pull to help family out by lending them money. This can often be a...

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