Market Commentary
Tariffs and Market Stress
I hope you all are well, and that spring is springing in your neighborhood. Asheville is coming along in its…
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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2025
Processes
Annual Regulatory Documents
As we communicated earlier in the year, White Oak's registration with the SEC brings new requirements for ensuring clients have…
Market Commentary
A Perspective on Trade Deficits & Tariffs
As you are likely aware, the market is down roughly 10% from recent highs. While corrections such as these are…
Market Commentary
Reflections on the Market (and Tariffs)
Spring is upon us, and I hope you all are well. Asheville’s recovery continues although the progress is quite variable.…
Processes
Important Information from White Oak
White Oak has experienced significant growth in the past few years, increasing both our number of clients and amount of…
2024
Processes
Fidelity Data Breach
Over the coming days, you may read or hear about a data breach at Fidelity. While we have not received…
Processes
White Oak Update
Dear White Oak Clients, Greetings from Asheville, NC - we're back in the office with power, phones, and internet access.…
Processes
Hurricane Helene & White Oak
Greetings White Oak Clients, This is Brent working on Priestley's computer at a temporary office (a Starbucks in Charlotte). As…
Market Commentary
Falling Interest Rates & The Market
I hope you are all well. Fall is in the air in Asheville with some nights cool enough to leave…
Market Commentary
A Bumpy Ride
I hope you are all well and enjoying the summer. Last week, the market (S&P 500) decided to have a…
Market Commentary
Dow 40,000 and the Rule of 72
Last week, both the Dow and the S&P 500 hit new all-time highs. The Dow ended the day Friday just…
Market Commentary
Economic Activity (GDP)
I hope you are all well and enjoying springtime. The market hit all-time highs at the end of March and…
Questions About Our Process?
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