Market Commentary
Market at All-Time Highs. Should We Be Worried?
I hope you are all well and enjoying the summer. It's been hot in Asheville, but we've had enough rain…
Our Thinking
These are the letters we send to clients. They were written on a particular day about the market as it stood that day, so the date matters as much as the words — we publish them here unedited, as a record of how we were thinking at the time.
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2026
Market Commentary
Market Commentary from Laura McCue
The past several weeks have been a good reminder of something we see repeatedly in investing: the stock market can…
Processes
White Oak Privacy Policy
Please see the link to our updated Customer Privacy Policy Notice, which describes how we protect your personal information. This…
Market Commentary
Solid Earnings, Shifting Conditions: A Mid-Year Perspective
I hope you all enjoyed your Memorial Day weekend. Asheville got some much-needed rain over the weekend, so it didn't…
Market Commentary
Navigating the Market: War, Rotation, and Earnings
I hope you are well and enjoying the first tastes of spring. The daffodils and redbuds are blooming here in…
Processes
Important: White Oak Annual Disclosure Update
As part of our commitment to transparency and in accordance with SEC regulations, we are providing you with our updated…
2025
Market Commentary
Happy Holidays & A Look at US GDP
I hope you are enjoying a wonderful holiday season surrounded by family and friends. Amidst the festivities, I wanted to…
Taxes & Rules
Year-End Charitable Giving Strategies
As we approach year-end, many clients are thinking about charitable giving—both to support the causes they care about and to…
Market Commentary
Market Volatility and Earnings Season Ahead
I hope you are well as we head into what we all hope will be a beautiful fall. Here in…
Market Commentary
A View of the Markets
I hope you are all well and enjoying the summer. Asheville’s cool and rainy early summer has morphed into a…
Market Commentary
Market Commentary
April was another whirlwind of a month for markets, which were shaken to their core by the larger than anticipated…
Market Commentary
The "R" Word
I hope you are all well. Asheville is, thankfully, enjoying a beautiful spring and the recovery efforts are continuing. Much…
Questions About Our Process?
White Oak offers prospective clients a free, no obligation review of your current holdings, with an eye toward identifying risk and opportunities for reward. Please get in touch to learn more.