Processes
Momentum Investing
For the past nearly eighteen years, I have been a trend and momentum investment manager, and it has served White…
Processes
How we make decisions — the tools, the charts, and the reasoning behind them.
19 posts in Processes · page 2 of 2
Processes
The Midway Mark and Portfolio Reviews
It may be hard to believe, but the "dog days" of summer are upon us, and we are just a…
Processes
Update from White Oak
I imagine you are weary of the cumulative effects of the quarantine – the virus itself, the economic devastation and…
Processes
End of Summer and the Markets
The turn of the calendar to September is often bittersweet, as it means the summer is in our rear view;…
Processes
Factor Analysis Resource
As you are undoubtedly aware, technology is changing and enhancing all fields. And while much of the financial technology clients…
Processes
Trusted Contact
As you know from your monthly and tax statements, our firm uses Fidelity Investments as the custodian of your assets.…
Processes
Market Perspective: Is the Route Clear?
The past two months of this year's market action have been frustrating. However, most of the signs we are watching…
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.