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...

Father and Daughter Teamwork

Father and Daughter Teamwork 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...

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...