In early September, I started on a journey to become brave. I spent every Tuesday evening for 10 weeks at the Brave New Workshop as part of the Brave Tuesdays program. To...
How I Learned to be Brave
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Knowledge Base
Tricks and Treats: How to Make Money Less Scary
Tricks and Treats While our business offerings aren’t conducive to any “pumpkin spice” variations, we couldn’t resist an opportunity to incorporate the Halloween spirt into...
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...
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...
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...
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...
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...
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. ...
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...
Gift Card Fraud – Protect Yourself
'Tis the season for gift cards! Gift cards have become a very popular and easy way of gifting, and scammers and fraudsters are waiting out there to take advantage of...
Tips for Preventing Fraud
Cybercrime and fraud are serious threats and constant vigilance is key. While our firm plays an important role in helping protect your assets, you can also take action to...
Trusts: Top Ten Reasons Why
Just like school subjects get more complex as you age; so too, does managing your finances. Sure, you may have established a standard will and healthcare directive early in...