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About Brent Ford

Brent is a Certified Financial Planner™ & Wealth Management Advisor at White Oak.

Fidelity Data Breach

Over the coming days, you may read or hear about a data breach at Fidelity.  While we have not received any official information from Fidelity, the information that has come out suggests that impacted clients have already been informed. Further, the breach may have been limited to clients in Massachusetts, Maine, and New Hampshire. Below [...]

By |2024-10-11T16:57:16+00:00October 11th, 2024|Processes|

Hurricane Helene & White Oak

Greetings White Oak Clients, This is Brent working on Priestley's computer at a temporary office (a Starbucks in Charlotte). As most of you have probably heard, Asheville was hit very hard by Helene on Friday. Tremendous flooding, untold numbers of downed trees and blocked roads, power is out as is the internet, telephone, most cell [...]

By |2024-10-11T16:45:39+00:00September 29th, 2024|Processes|

Falling Interest Rates & The Market

I hope you are all well.  Fall is in the air in Asheville with some nights cool enough to leave the windows open. The Federal Reserve is widely expected to begin a series of rate cuts when their meeting concludes on Wednesday. There is still debate among the talking heads about whether the cut will [...]

By |2024-09-16T16:04:35+00:00September 16th, 2024|Market Commentary|

Dow 40,000 and the Rule of 72

Last week, both the Dow and the S&P 500 hit new all-time highs. The Dow ended the day Friday just above the very large, very round number of 40,000.  Such highs typically generate a lot of headlines and in turn client questions. Typical questions include: how can the market be so high – just look [...]

By |2024-05-20T15:20:07+00:00May 20th, 2024|Market Commentary|

A Perspective on the Banks

I hope you are all well and enjoying a beautiful spring. Asheville is blooming and the longer and warmer days are a welcome change to the gray, rainy winter. Over the past year, the news of several bank failures and other banks requiring capital injections have surfaced memories of the 2008/09 financial crisis. That’s not [...]

By |2024-03-19T19:51:41+00:00March 19th, 2024|Market Commentary|

Monitoring Stress

I hope you are all well and enjoying a great holiday season! One question/comment I consistently hear from clients relates to current events (government shutdowns, deficit spending, wars) and the worry that the market is heading toward a cliff.  I spend a lot of time scanning the horizon looking for coming cliffs. The market goes [...]

By |2024-01-22T18:06:35+00:00December 6th, 2023|Market Commentary|
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