Market Commentary
Extreme Negativity and the Markets
I hope you all are having a great summer! Clearly the market could do more to help, but alas that…
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.
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2022
Market Commentary
Market Commentary
I hope your summer is off to a great start! I've been enjoying being a first-time grandmother and starting anew…
Market Commentary
Why? A Declining Multiple
Higher prices throughout the economy, higher interest rates from the Federal Reserve, and the ongoing Russian war on Ukraine make…
Market Commentary
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…
Market Commentary
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…
Processes
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 Snapshot
Market Update
It has been a changing and challenging start to the first quarter of 2022. Our clients may have noticed that…
Market Commentary
Providing Context
The images coming out of Ukraine are both troubling and tragic. The U.S. and many other countries continue to increase…
Market Commentary
Ukraine and Market Uncertainty
The former Australian Prime Minister Tony Abbott said, “The bullying of small nations by big ones, the trampling of justice…
Market Commentary
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
Market Commentary
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…
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.