by Alex Duty | Oct 15, 2019 | Investments & Markets
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 Micki Larson | Apr 26, 2019 | Investments & Markets
At White Oaks, we believe that father and daughter teamwork is important inside and outside of the office. Portfolio Manager, Alex Duty, brought his oldest daughter, Nella, into the office for Take Our Daughters and Sons to Work Day. Nella had so much fun...
by Alex Duty | Jan 17, 2019 | Financial Plan, Investments & Markets, Retirement Planning, Wealth Management
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,...
by Robert Klosterman | Dec 21, 2018 | Investments & Markets, Uncategorized
Recent market volatility in December 2018 has risen to higher levels. During periods of upside market volatility, investors’ concerns are absent. However, things tend to change when the markets are moving down. Feelings of fear are very normal in today’s world,...
by Sharon Bloodworth | Dec 7, 2018 | Investments & Markets
At White Oaks, we understand that market volatility can be confusing and disconcerting. Join White Oaks CEO, Sharon Bloodworth as she covers recent events and best practices on investing overall. Sharon BloodworthSharon Bloodworth, CFP® is CEO of White Oaks...
by Robert Klosterman | Nov 14, 2018 | Investments & Markets
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...
