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A historical perspective of market corrections
A historical perspective of market corrections

We remind clients that market corrections are a normal and healthy element of equity investing. This article from FactSet provides perspective on the effects of corrections.

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ArticlesDavid BergerApril 19, 2018
Economic Update April 16, 2018
Economic Update April 16, 2018

April 16, 2018 economic and market update from Raymond James investment strategy group.

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Market CommentaryDavid BergerApril 16, 2018
Disruptive Technology In Emerging Markets
Disruptive Technology In Emerging Markets

The impact of technological advancements in emerging markets is having a disruptive impact on the speed in which improvements are taking place.  This video from Thornburg Investments shares how and why those changes are impacting growth in global emerging markets.

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VideosDavid BergerApril 6, 2018
Top 20% of Taxpayers Pay 87% of Income Tax
Top 20% of Taxpayers Pay 87% of Income Tax

Taxpayers that earn $150,000 or more make up 52% of total filers but pay a much higher percentage of overall income taxes each year.  

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ArticlesDavid BergerApril 5, 2018
Secular Bull Markets
Secular Bull Markets

Raymond James' Chief Investment Strategist details the characteristics of a secular bull market and their view on the bull market we are current experiencing.

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Market CommentaryDavid BergerFebruary 21, 2018
Ron Baron Discusses Investing in Disruptive Companies
Ron Baron Discusses Investing in Disruptive Companies

Legendary investor Ron Baron was interviewed at the 2017 Baron Investor Conference.  As always Ron's insight is revealing and reinforces his long-term philosophy on investing.  Enjoy this brief insight into his thinking and approach to investing.  

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VideosJena StarkesFebruary 21, 2018
2018 Earnings Estimates from FactSet
2018 Earnings Estimates from FactSet

Q12018 year over year earnings growth rate for the S&P 500 is expected to be 17.3% according to this analysis by FactSet.  

 

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Market CommentaryDavid BergerFebruary 21, 2018
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LOCATION

8840 Stanford Blvd. Suite 4000
Columbia, MD 21045

8:30am to 5:00pm | M-F

 
 

CONTACT WHITE OAK
WEALTH MANAGEMENT

Phone

443.741.9101

Email Address

clients@whiteoakwm.com

 
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CONTACT VIA:

Regulatory Disclosures:

Access our firm’s Form ADV Part 2A Brochure and ADV Part 3 Client Relationship Summary.

 
White Oak Wealth Management
8840 Stanford Boulevard,
Columbia, MD, 21045,
United States
443 741 9101 clients@whiteoakwm.com
Hours

Advisory services offered through Oakmont Wealth Advisory LLC, an SEC-registered investment advisory firm.  White Oak Wealth Management may only conduct business with residents of the states for which they are properly registered.


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