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As we communicated earlier in the year, White Oak's registration with the SEC brings new requirements for ensuring clients have easy access to the regulatory documents under which we operate. Our up-to-date documents (ADV Part 2, Form CRS, Wrap Brochure, and Privacy Policy) can always be found on our website at this link: https://whiteoakfinancialmanagement.com/a-fiduciary-responsibility/. Or you [...]
As you are likely aware, the market is down roughly 10% from recent highs. While corrections such as these are not uncommon (we get one per year on average), this one seems worse because it is linked to the heated rhetoric about U.S. trade policies, deficits, and tariffs. It is important to understand that if [...]
Spring is upon us, and I hope you all are well. Asheville’s recovery continues although the progress is quite variable. Last fall’s storm was primarily a wind/tree event for some, a devasting flooding event for others. Those communities that experienced flooding will take much longer to recover. Thanks to all of you who have checked [...]
