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White Oak Financial Management, Inc. is happily celebrating 20 years in business this year, and we are so lucky to be serving our wonderful clients. We think we have the best clients in the world and appreciate the continued trust and confidence in good times and tough times. We always have your long-term success towards your goals [...]
Current US Equity Market Conditions The Bullish Percent for the NYSE has reversed down in O's showing supply in control, falling stock prices, and investors on defense. The US Equities Bull/Bear indicator using the S&P 500 shows continuing long term bear market since March 2022 and slipping down again. Of the three indicators for [...]
The NYSE Bullish Percent Investors have the ball and field position is good. Bull/Bear Indicator Chart Climbing out of long term bear market but not yet into bull market Market Conditions Meter – 3 of 4 positive BOSS, Short term, intermediate term-positive Long term-negative
September 28, 2022 Using the DWA DALI chart is an adaptive suite of risk management solutions for investors, with the primary objective of pivoting between wealth accumulation strategies (i.e. offense), and wealth preservation strategies (i.e. defense), in a timely fashion. The methodology used is rules-based, and designed to follow the strongest sector & asset [...]
Market Snapshot - 9/23/2022
Market Snapshot - 9/7/2022
Market Snapshot - 8/10/2022
Market Snapshot - 7/11/2022
Bull Bear Indicator - 7/08/2022
I hope your summer is off to a great start! I've been enjoying being a first-time grandmother and starting anew by moving into a new house. It is fun and refreshing to clean up and out. As for the markets, it's been frustrating that the U.S. and International stock markets, the U.S. economy, and the bond, real [...]
