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...
Gold – A Precious Holding in Your Portfolio
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Investments & Markets
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...
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. ...
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....
Best Way To Invest Money Strategies.
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...
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...
The Conundrum of Financial Planning Math
With little question, financial planning math is a critical element to shining a bright light on the best path forward for a secure retirement and financial future. Yet,...
Investing Strategies for Preserving Wealth
Some find it odd the focus on investing strategies for preserving wealth. After all, most of us spend much of our lives trying to accumulate a comfortable sum to acquire a...
Preserve Wealth Like a Millionaire
Growing up as a young boy on a farm in Iowa, being a millionaire was a BIG deal since very few had achieved the status of being one. Subsequently the need to preserve wealth...
Investing: Experience or Overconfidence?
Self-help gurus are famous for lines like “fake it until you make it” or “believe and you can achieve”, to build confidence in their readers/listeners and encourage people...
Taming the Risk Monster: Part Three
“We have met the enemy, and he is us.” -Pogo Few would argue that objectivity toward the various options in a wealth management plan is not valuable. Yet many articles and...
Taming the Risk Monster: Part Two
"Risk comes from not knowing what you're doing." -Warren Buffett Developing a highly effective comprehensive wealth management strategy involves the integration and...