New Year, New Budget: 5 Steps to Financial Success in 2024 Ready to level up your finances in 2024? Learn how to track income, pay down debt, invest smart, and manage your...
Financial Success in 2024
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wealth management
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...
Relationships and Money Management
Interestingly, there are endless possibilities when it comes to relationships and money management. Many jokes and stories affirm that the issue is not a rare one at all. ...
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...
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...
Thinking About Comprehensive Wealth Management
One of the best questions posed by clients and prospective clients for comprehensive wealth management services is, "What should I be thinking about"? That question...
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...
Preparing for the Inevitable
It is very common today when executives and professionals of their wealth management strategy and investing, they recognize that the market has been through a significant...
Family Accounting Services
There are people who get great satisfaction from taking care of the day to day functions of managing the bills, storing important receipts and documents, and keeping things...