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.
Showing 12 of 137 posts · page 5 of 12
2022
Why? A Declining Multiple
Higher prices throughout the economy, higher interest rates from the Federal Reserve, and the ongoing Russian war on Ukraine make…
Sector Update and Company Retirement Plan Recommended Action
With the domestic and international equity markets currently in bear market territory and the bond market in an even steeper…
Volatility Not Just in the Stock Market
We are all quite accustomed to volatility in the equity markets, but we are also learning that economic growth can…
Important Information from White Oak
We are pleased to introduce you to a new member of our White Oak office and to offer other important…
Market Update
It has been a changing and challenging start to the first quarter of 2022. Our clients may have noticed that…
Providing Context
The images coming out of Ukraine are both troubling and tragic. The U.S. and many other countries continue to increase…
Ukraine and Market Uncertainty
The former Australian Prime Minister Tony Abbott said, “The bullying of small nations by big ones, the trampling of justice…
Will It Go Around in Circles?
Happy New Year! I hope you all had a great holiday season and that 2022 is following suit. Too bad…
2021
A Black Friday for the Markets
I hope you all had a wonderful Thanksgiving with family and friends! In case you actually left your home for…
Important Roth IRA Conversion Information
Congress made several changes to IRA rules in 2020 and is considering more in the near future. Legislators are looking…
The Season for Earnings
The clocks turned back over the weekend, which signals we are in the middle of a beautiful fall season and…
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.