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I hope you are enjoying a wonderful holiday season surrounded by family and friends. Amidst the festivities, I wanted to share some thoughts on the U.S. economy following the latest GDP report released this week. Despite a year marked by significant political and policy shifts, the data shows an economy that remains resilient as we head into [...]
As we approach year-end, many clients are thinking about charitable giving—both to support the causes they care about and to take advantage of available tax benefits. Because the standard deduction has increased significantly in recent years, fewer taxpayers now itemize deductions. For 2025, the standard deduction is $15,750 for single filers and $31,500 for married [...]
I hope you are well as we head into what we all hope will be a beautiful fall. Here in Asheville, we recently marked one year since Hurricane Helene devastated our region. Recovery continues, and while we still have a long way to go, it's encouraging to see our community's resilience and progress over these [...]
I hope you are all well and enjoying the summer. Asheville’s cool and rainy early summer has morphed into a hot and humid July. As is probably the case for many of you, I’m ready for a break. Since my emails from April’s tariff-induced volatility, the market has recovered and hit a series of new [...]
I hope you are all well. Asheville is, thankfully, enjoying a beautiful spring and the recovery efforts are continuing. Much of the region is back to normal and visitors are encouraged to return to enjoy our mountains. News out yesterday: first quarter GDP (Gross Domestic Product) contracted at an annualized rate of 0.3%. Many economists and analysts [...]
I hope you all are well, and that spring is springing in your neighborhood. Asheville is coming along in its recovery. Except for those hard-hit flooded areas of the region, things are mostly back to normal. What’s not normal were the market drops on Thursday and Friday. Across those two days, the S&P 500 dropped [...]
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 [...]
White Oak has experienced significant growth in the past few years, increasing both our number of clients and amount of assets under management. Therefore, we are happy to report that last August, White Oak shifted its registration from North Carolina (and other relevant states) to the Securities and Exchange Commission. In doing so, we updated [...]
