828-274-7844 | info@wofm.us
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 [...]
I imagine you are weary of the cumulative effects of the quarantine – the virus itself, the economic devastation and uncertainty, and the political infighting. Altogether, they’re enough to make us crazy. However, I am always optimistic and expect things will change for the better soon. Economically, the Covid-19 virus and resulting lockdown have created [...]
The turn of the calendar to September is often bittersweet, as it means the summer is in our rear view; however, for investors to see this particular August come to an end, is likely welcome. The volatility in the markets picked up quite a bit in this last month of summer, and likely caused some investor [...]
As you are undoubtedly aware, technology is changing and enhancing all fields. And while much of the financial technology clients come in contact with is related to reviewing accounts online, paying bills, etc., we are beginning to see some real advancements in portfolio construction and risk mitigation tools. Investment risk can be defined in various [...]
