Market Commentary
Happy Holidays & A Look at US GDP
I hope you are enjoying a wonderful holiday season surrounded by family and friends. Amidst the festivities, I wanted to…
Our Thinking — 2025
Everything we published in 2025, newest first. These were written about the market as it stood on the day, so the date matters as much as the words.
11 posts from 2025
Taxes & Rules
Year-End Charitable Giving Strategies
As we approach year-end, many clients are thinking about charitable giving—both to support the causes they care about and to…
Market Commentary
Market Volatility and Earnings Season Ahead
I hope you are well as we head into what we all hope will be a beautiful fall. Here in…
Market Commentary
A View of the Markets
I hope you are all well and enjoying the summer. Asheville’s cool and rainy early summer has morphed into a…
Market Commentary
Market Commentary
April was another whirlwind of a month for markets, which were shaken to their core by the larger than anticipated…
Market Commentary
The "R" Word
I hope you are all well. Asheville is, thankfully, enjoying a beautiful spring and the recovery efforts are continuing. Much…
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…
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…
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.