Gold- A Precious Holding in Your Portfolio

Gold- A Precious Holding in Your Portfolio Alex Duty, Portfolio Manager, CFA®, CIPM of White Oaks Investment Management, Inc. explains an often misunderstood investment- gold. In this video, Alex will help investors understand gold and what it does in a portfolio. If you have any questions regarding the video,...

Investment Diversification, Part II

Diversification Video, Part II Before watching part II, please watch Alex’s Diversification, Part I Video.  In Part I, Alex Duty, CFA, CIPM, discusses the functionality of diversification. Alex speaks about investment strategies and the science of a...

The Debate Over Dividend Stocks

The Debate Over Dividend Stocks Alex Duty, our portfolio manager, wrote a great white paper on dividend investing. Dividend investing is a popular strategy and one we come across from incoming clients.  Alex’s position is that dividend stocks only earn abnormal returns due to their value tilt, not...

How to Invest Money

How to Invest Money Do you ever wonder how to invest money? We all would like to have a pleasant retirement. Knowing how to invest money effectively gives you the financial freedom to do so. Working with an Advisor Investing is clearly an important part to one’s financial picture, but...

Investment Diversification, part I

Investment Diversification, part I Diversification Video, part I Join Alex Duty, CFA, CIPM, as he delves into the functionality of diversification. Learn more about investment strategies and the science of a well-diversified fund. Using Alex’s knowledge, one can better understand and achieve...