Expert insights to help make sense of your financial world.
Economic & Market Update for 2Q 2021
The economy is booming, unemployment is rebounding, and most areas of the economy are recovering, says Sharon Bloodworth, CEO of White Oaks. Watch the video for an in-depth...
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...
Cryptocurrencies
One of the hottest trends in recent years has been the growing interest in cryptocurrencies. This should come as no surprise. Bitcoin and many other cryptocurrencies have...
Meryl Roberts: A personal look inside
In 2021, White Oaks would like to give our clients and friends a personal look into the lives of our White Oaks family. Today we are taking a glimpse in the life of Meryl...
Q1 2021 Market and Economic Update
In this economic review video, White Oaks CEO, Sharon Bloodworth, CFP®, provides a short summary at the front of the video and a deeper analysis beyond that. 2021 looks like...
Q4 2020 Market and Economic Update
In this economic review video, White Oaks CEO, Sharon Bloodworth, CFP®, answers the most frequent investor questions. With all the election anguish increasing stress on...
How to Keep Upbeat During COVID
COVID has been hard on everyone, and harder on some – many people were filled with anxiety, fear and uncertainty about their lives and health as the world changed around...
401k: What You Should do When You Change Jobs
What to do with a pre-existing 401(k) when you change jobs....I recently joined the White Oaks Wealth Advisors team (and I’m so excited!). For my inaugural blog post, I am...
Gifting Strategies for Today
Strategies for gifting today There are many options for gifting to loved ones. The goal of a long-term financial plan is to save and invest enough so you can fund their...
Q3 2020 Market and Economic Update
In this economic review video, White Oaks CEO, Sharon Bloodworth, CFP®, offers her under-the-hood views of the economy relative to the headlines. This includes the economic...