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.
A Summer Reflection
I hope you are all enjoying your summer. Travel seems [...]
Yearly Check-In
This is a yearly check-in regarding portfolio reviews, money movement, [...]
Market Insights
White Oak Financial Management, Inc. is happily celebrating 20 years [...]
Innovation: Meaningful CO2 Reduction
I hope you are all well and enjoying the spring. [...]
The Ghost of Christmas Past
I hope you are all well and enjoying the early [...]
Market Snapshot
Current US Equity Market Conditions The Bullish Percent for the [...]