White Oak Investment Management

06/09/2025

Tax deferral—the secret weapon for savvy investors. How can this powerful tool work for you?

06/06/2025

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.

This calculator helps estimate your federal estate tax liability.

06/05/2025

Strong earnings and renewed trade momentum helped push stocks higher in May, with the S&P 500 flipping back into positive territory for the year. Even a Fed pause and a credit downgrade couldn't stall the rally. The latest Market Insights explores the trends behind the gains and what could influence the second half of 2025.

Stocks notched solid gains in May as investors cheered progress on trade deals and upbeat first-quarter corporate reports.

06/04/2025

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

06/02/2025

Are you worried about outliving your retirement savings? You are not alone.

Estimate how long your retirement savings may last using various monthly cash flow rates.

05/30/2025

📢 What happens to your 529 account if your kids don't go to college? 🎓 With rising college costs and changing job markets, more students are considering alternatives to traditional four-year colleges.

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

05/28/2025

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

05/26/2025

What role would taxes play in your investment decisions? Find out in this message.

What role would taxes play in your investment decisions?

05/23/2025

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

05/21/2025

Wondering about your choices for putting aside money for retirement? Learn more about your options.

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

05/19/2025

Cyber attacks are a growing online threat, but the good news is that you can insure your business!

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

05/16/2025

The CPI has shown low inflation since '09. Are your prices rising faster than the average?

It's important to understand how inflation is reported and how it can affect investments.