Processes
Fidelity Data Breach
Over the coming days, you may read or hear about a data breach at Fidelity. While we have not received…
Our Thinking — 2024
Everything we published in 2024, newest first. These were written about the market as it stood on the day, so the date matters as much as the words.
9 posts from 2024
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…
Market Commentary
A Perspective on the Banks
I hope you are all well and enjoying a beautiful spring. Asheville is blooming and the longer and warmer days…
Market Commentary
The Long Road Back
I hope you all enjoyed the holiday season, and the new year is off to a great start. I know…
Questions About Our Process?
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