Client Communications
As a way of helping understand how our advisors work with clients over the course of differing types of markets, the following includes emails and letters sent to clients over time. It is important to pay particular attention to the publication date to ensure an appropriate understanding of the relationship between the article and what was actually transpiring at that moment in time. Markets change over time and so does our advice to clients.
Fidelity Data Breach
Over the coming days, you may read or hear about [...]
White Oak Update
Dear White Oak Clients, Greetings from Asheville, NC - we're [...]
Hurricane Helene & White Oak
Greetings White Oak Clients, This is Brent working on Priestley's [...]
Falling Interest Rates & The Market
I hope you are all well. Fall is in the [...]
A Bumpy Ride
I hope you are all well and enjoying the summer. [...]
Dow 40,000 and the Rule of 72
Last week, both the Dow and the S&P 500 hit [...]