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White Oaks Wealth Advisors
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View the White Oaks 3rd Quarter Economic and Market Update - The quarterly Economic and Market Updates are now located on the White Oaks Investment Management Private Blog.  To view the 3rd Quarter Economic and Market Update, click on the following link:  http://www.whiteoaksinv.com/blog/ Please note, if you have not done so already, there is a one-time registration/sign up process to access the private blog.  For any questions regarding the private blog sign-up process, please contact Mick...

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Forget about Greece – what about Puerto Rico? - Investors started off the last week of June with a global equity sell off sparked by the breakdown of talks between Greece and its creditors. To the surprise of many, Greece walked away from negotiations with its lenders and called for a national referendum on July 5 to determine whether the Greek people are in favor of accepting further austerity. As of this writing, uncertainty about Greece’s future in the European Union... http://ow.ly/30SneL

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Three Tax Planning Ideas in Today’s Environment - It’s no secret that today’s tax environment is very complicated. Now, more than ever, taxpayers need to pay close attention to their unique facts and circumstances to make sure they are doing everything possible to minimize the taxes they pay. Here are three planning ideas to consider: Planning Idea #1: Maximize trust distributions when appropriate – Trust taxation is unique and represents a hybrid between entity and flo... http://ow.ly/30Ro5j

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Energizer Money to Keep Going, and Going, and Going - Coming fresh off another Easter holiday, I thought I would borrow a phrase from another popular bunny as a metaphor on longevity risk. Investment portfolio construction should consider and attempt to mitigate numerous risks including; market risk, interest rate risk, default risk, liquidity risk, currency exchange risk, and geopolitical risk. One risk however, that frequently is overlooked or poorly accounted for is ... http://ow.ly/2Xdasg

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What’s the Big Deal About Fiduciary? - A proposal has been raised this week by the Obama administration to require all investment advice givers to operate under the fiduciary standard when advising on retirement funds, (IRA or 401k accounts). Many people are asking what this means, lets take a look at what a fiduciary role entails, who’s operating by the standards today and who is not required to do so to shed some clarity on this important but little known topic. Requi... http://ow.ly/2VganF

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Preserving Your Digital Memory -   On February 12th 2015 Facebook announced that you can choose a contact to access your Facebook if you pass away prematurely and calls it your “Legacy Contact”.   If you read the small print you will learn that this role does not give your chosen one full access to your account including old messages and the ability to add or delete old postings – you can only change the profile picture and add new friends.  This press release brought u... http://ow.ly/2UWAkh

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Assessing Your Financial Health With 5 Easy Questions - There is no shortage of quick-fix schemes in our world today. Whether it’s a trendy diet, slick business idea, or “get rich quick” investment, these claims (more often than not) over promise and under deliver, leading to disappointment and undesirable outcomes. We at White Oaks Wealth Advisors believe that there is no short cut to financial independence and wealth creation. Indeed, for the vast majority of people, ... http://ow.ly/2UAThu

QOTD: Fear is the tax that conscience pays to guilt. - George Sewell

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Save Me From My Windfall - You’ve heard the horror stories time and time again… lottery winners, heirs to fortunes, professional athletes. What do they all have in common? A large sum of money reaching their hands overnight is the commonality. How can this be a horror story you ask? Curse of the Windfall To many it is unimaginable how one can blow through more than most will earn over their entire careers, but it’s easier done than one would think. An interesting phenom... http://ow.ly/2U1I33

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Change Is In the Air: What to Expect as You Prepare to File Your 2014 Tax Return http://ow.ly/2TLYUc
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