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 participating last year with her father, so it was time for another father and daughter teamwork video. Nella was excited to partake in this special day again.

Take Our Daughters and Sons to Work Day is a nationally recognized holiday. It provides our children the opportunity to experience the “working world” at hand. Last year, Nella’s favorite activity was making a video, and she has become quite the expert in video making. For this year’s video, Alex and Nella teamed up to offer general investment advice.

We hope you enjoy and make sure to watch for a special treat at the end.

The foregoing content reflects the opinions of Wealth Oaks Wealth Advisors, Inc. and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct.

Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns.

All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.