Expert insights to help make sense of your financial world.
Are politics driving you to seek other citizenships?
It is that time of the election cycle where the outcomes of politics lead some to fantasize about belonging to another country. This happens every election cycle on both...
Understanding a New Child Savings Account
Imagine giving your child or grandchild a retirement account before they can walk, before they’ve earned a single dollar of income or before they graduate high school....
Economic Update 2026
Sharon Bloodworth, CFP® discusses the current economic and market outlook, as well as the media hype that surrounds it.
Market Outlook for 2026
2025 Market Review & 2026 Market Outlook Sharon Bloodworth, CFP® states, "2025 delivered strong market performance, and the outlook for 2026 remains encouraging." Sharon...
RATs (Remote Access Tools): Another Cyber Scam
A RAT (Remote Access Tool), in combination with phishing attacks, can compromise digital devices like mobile phones, tablets, laptops and desktops. How a RAT-based attack...
Tariffs Update from White Oaks
Market's Tariff Reaction Sharon Bloodworth, CFP® states, "As you know, we work hard to help clients relax and invest for the long term and try not to interrupt you with...
March 2025 Economic Outlook
View the March 2025 economic outlook - Sharon Bloodworth, CFP® aims to reduce your blood pressure and get to the raw facts. She states "The first three months of the Trump...
Retirement Savings Lost and Found
Retirement Savings Database The traditional “lost and found” bin that you are accustomed to seeing at a gym, school or church has made the jump online. As part of the SECURE...
November 2024 – Election Special Economic and Market Update
View the November 2024 - election special economic and market update. From a market perspective, White Oaks CEO, Sharon Bloodworth, CFP® states, "At the end of day, one...
September Economic Update 2024
View the September Economic Update for 2024. As we head into the November 2024 Election, White Oaks CEO, Sharon Bloodworth, CFP® states, "Stay strong and ignore all of the...
Building Credit for Teenagers
Building credit is an important conversation to help guide and encourage financial success for your teenager. Does your teen have a part-time job? This is a good time to...










