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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 [...]
As you know from your monthly and tax statements, our firm uses Fidelity Investments as the custodian of your assets. Recently, Fidelity implemented an SEC policy wherein a “trusted contact” is listed alongside the account owner. You may have recently received an email that looks like this. http://www.whiteoakfinancialmanagement.com/.... The purpose of this policy is to [...]
The past two months of this year's market action have been frustrating. However, most of the signs we are watching are positive for US equities in the short, intermediate, and long terms. Domestic equities are still strongly holding their place as the number one spot in the world to be invested. This is important to [...]
