Expert insights to help make sense of your financial world.
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...
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...