828-274-7844 | info@wofm.us
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 [...]
Dear White Oak Clients, Greetings from Asheville, NC - we're back in the office with power, phones, and internet access. We do not yet have water, but hoping that is not too far behind. Thank you to the many people who emailed, called, and texted us to inquire about our health and safety and to [...]
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 [...]
This is a yearly check-in regarding portfolio reviews, money movement, online account access, etc. Most importantly, please see the links below to White Oak's regulatory documents, including our Privacy Policy within our Wrap Brochure, which we offer our clients annually as required by law. Portfolio Reviews We generally recommend meetings every six months to review [...]
Not surprisingly, the number of reported instances of fraud, phishing schemes, and hacking tends to increase at this time of year. To encourage all of us to be vigilante and cautious, let’s review some common recommendations. Email Do Install antivirus and firewall programs AND keep them up to date! Always filter spam and update your [...]
We are pleased to introduce you to a new member of our White Oak office and to offer other important administrative updates and information. We are so fortunate to have welcomed Karen Cogburn to our office in February as our administrative assistant. Her email address is Karen@wofm.us. Karen began her career in Operations Support at [...]
We know that the current political climate has many investors wondering how the US equity markets will perform under unified political leadership. We think it helps to understand the past in order to think about what the future holds. Today, the folks at Nasdaq Dorsey Wright, who provide us with their proprietary charting information, have [...]
We hope that you have had a very Merry Christmas and holiday season and are looking forward to a Happy New Year. The year 2020 has been strange in so many ways ... some awful and some great. We are all hoping for good health and prosperity in 2021. The past several weeks have been [...]
For the past nearly eighteen years, I have been a trend and momentum investment manager, and it has served White Oak and our investors well. Our success is especially evident this year with outsized returns in a market that has scared many into thinking that it just can’t be. But it can be, and momentum [...]
It may be hard to believe, but the "dog days" of summer are upon us, and we are just a day away from the official halfway point of 2020. What a second quarter it has been!! The best for the Dow since 1987… the year I started in the investment advice business at the young [...]
