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...

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...

Is It Time To Refinance?

Is It Time To Refinance? Mortgage rates are at two-year lows and continue to be significantly less than the historical average. With home values holding and/or increasing in most markets many homeowners are wondering if now might just be the perfect opportunity to refinance. After all, last...

Helping Women Executives Fly

Helping Women Executives Fly Since 1986, Sharon Bloodworth and the White Oaks’ team have been helping women executives fly. White Oaks works with many women executives as clients. A panel discussion for the Minneapolis-St. Paul Business Journal, on Women Executives in Finance, featured...

What to Do When the Honeymoon is Over

What to Do When the Honeymoon is Over I’m married. I have a husband. My last name is different. All those things still sound surreal to me, but they are now parts of my everyday life! After a truly perfect wedding and then a honeymoon on the beach, life is back to normal. However, there are a few newlywed...