Why are Peloton workouts like building wealth? We all know the struggle: that nagging voice telling you to ditch the couch and get moving. It's the same voice that whispers...
Peloton Workouts are like Building Wealth
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Wealth Management
Family Discussions about Money
Family Discussions about Money: Tips on fostering open and honest communication about finances with your children. This topic is near and dear to my heart for a couple...
Financial Success in 2024
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...
Gifting Strategies for Today
Strategies for gifting today There are many options for gifting to loved ones. The goal of a long-term financial plan is to save and invest enough so you can fund their...
Journey of Widowhood
Journey of Widowhood: Grief, Trust and Healing Widowhood is a hard and stressful experience for anyone, whatever age you may be. We are dependent on each other in so many...
How I Learned to be Brave
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...
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...
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...
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...