Some find it odd the focus on investing strategies for preserving wealth. After all, most of us spend much of our lives trying to accumulate a comfortable sum to acquire a...
Investing Strategies for Preserving Wealth
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fee-only financial planning
9 Financial Planning Mistakes – Part 2
Avoiding mistakes, in comprehensive financial planning, can make achieving the goals and dreams much more effective. Part 1 of this three-part series explored three of the 9...
9 Financial Planning Mistakes
Using a comprehensive financial plan to plot a course to a highly probable path to achieve your goals and dreams makes sense. Yet, 9 common mistakes can trip investor up. This series of posts will expose some of the most common.
Seeking Good Questions in Financial Planning
True Wisdom is Knowing What You Don’t Know… Confucius You don’t know what you don’t know... Simon Sinek Good Questions or Good Answers?: Consumers of financial advice need...
Retirement and the Brain Switch
Over the years we have observed a tendency for clients entering retirement to change their behavior with regards to their financial strategy. Many more questions are asked....
Executive Financial Planning Query
The process is vital when preparing a financial plan for a business leader. An executive financial planning exercise often revolves around good questions One of the best...
White Oaks Economic – Investment Markets Update
Welcome to the White Oaks Investment Management, Inc. third quarter 2017 Economic and Market Update. As is our practice, this video presents an overview of how our firm...
Asset Allocation: Valuation Decisions
White Oaks, as part of its regular asset allocation decision making, considered the various valuations in the non-US public equity/stock market. Alex Duty, CFA White Oaks...
Financial Plan: Uniqueness Wins
Our decades of work as fee-only practitioners recognize that a fee-only financial plan must value each individual and couple when crafting the financial plan with the unique...
Alternative Investments: 7 Principles for Selection
In my previous post “Alternative Investments: How Less is More” the reasons to more broadly diversify a portfolio and the potential benefits of reduced volatility of...
Investing and Preparing for the Storm
Investing and financial planning are often the center of my thoughts in this space. My events of dealing with a severe storm called a few similarities to mind. Irma is now...
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