Expert insights to help make sense of your financial world.
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...
Q1 2022 Market and Economic Update
For Q1 2022, White Oaks CEO, Sharon Bloodworth, CFP® provides an update on the economic and market news. Her advice – “Keep your seatbelts on, it should be a good but bumpy...
Q4 2021 Market and Economic Update
For Q4 2021, White Oaks CEO, Sharon Bloodworth, CFP® provides a peek behind the headlines and the noise to bring you some perspective as the year draws to a close.
Sharon Bloodworth: A personal look inside
Sharon Bloodworth; our fearless leader, owner and CEO of White Oaks. We share with you a glimpse into Sharon's personal life. What is your photo of? I am happiest on...
Inflation Basics: Cost of Living
What is inflation? Inflation is a measure of the change in the cost of living. If the cost of living has increased over time, then $1 today is worth less than $1 would have...
Betsy England: A personal Look Inside
You may have met Betsy in a client review meeting or spoken with her on the phone where she has helped answer a financial planning question for you. Betsy England is a...