by Alex Duty | Jan 20, 2020 | Investments & Markets, Knowledge Base
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,...
by Alex Duty | Oct 15, 2019 | Investments & Markets, Knowledge Base
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...
by Alex Duty | Aug 12, 2019 | Investments & Markets, Knowledge Base, Taxes, Wealth Management
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...
by Alex Duty | Jan 17, 2019 | Investments & Markets, Knowledge Base
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...
by Robert Klosterman | Nov 14, 2018 | Investments & Markets, Knowledge Base
Of course, seeking the best way to invest money is clearly a topic for anyone that has put a few dollars away for the future. As usual, seeking the easiest way and the best way to invest money is of high interest. Yet, the ‘easy button’ for investing money has not...
by Alex Duty | Sep 28, 2018 | Investments & Markets, Knowledge Base
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...
