White Oaks Insights

Kissing Frogs for Portfolio Fit

Kissing Frogs for Portfolio Fit

As children we all heard of the princess who kissed the frog that turned into a handsome prince. I often claim one of White Oaks’ distinct advantages is that we have kissed thousands of frogs to find just a few great fits for portfolios that will help clients meet and...

Un-Retirement

Un-Retirement

One of the most popular commercials from my early years was a soft drink commercial for 7-Up. As most excellent marketing campaigns, the messaging was simple; “7-Up, the UN-Cola”; a stark differentiation from its cola competitors.  7-Up's message, as I remember, used...

The Side Hustle

The Side Hustle

What a side hustle isn’t: -A “get rich quick” scheme -A part-time job -A new millennial dance move A side hustle is: A great way to generate extra cash flow. It requires some of your downtime, and is not going to make you a billionaire overnight, but according to CNN...

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Reviews of Bob’s Book

Bob Klosterman, founder of White Oaks Wealth Advisors, has written a new book titled The Four Horsemen of the Investor's Apocalypse that will teach you about the four evil forces in the market today, and help you combat them to build a successful investment portfolio.

The Four Horsemen of the Investor's Apocalypse

Read the Reviews