White Oaks Insights

Caring For Your Parents

Caring For Your Parents

Most parents rely on their children for help to manage their affairs as they grow older. Caring for your parents can be challenging- mine are retired and live in India, and they are now beginning to need help with important tasks like:      Managing the bill payments...

Give the Gift of Savings this Holiday Season

Give the Gift of Savings this Holiday Season

As the holiday season approaches, we are bombarded with offers to spend our hard-earned money and valuable time on gifts, entertainment and travel.  Much of that spending is driven by tradition and expectations, but what if we chose to make these next few months about...

The ROTH IRA: A Student Perspective

The ROTH IRA: A Student Perspective

An education might be one of the most expensive things you’ll ever spend money on, and as a student, that’s really scary. It’s not just tuition— there are tons of other costs that add up. Think housing, food, transportation, textbooks, club fees, etc. And if you’re...

Evidence for a Successful Retirement

Evidence for a Successful Retirement

In my most recent post, Retirement and The Brain Switch, I shared my observations regarding the emotions of preparing and entering the new retirement chapter of life. Intuitively we know that emotions driven by fear and greed or fight or flight that are hardwired into...

Grateful

Grateful

My favorite holiday is Thanksgiving! The focus is on family, friends, and all the things to be grateful for in our lives. Personally, I try to think of things to be grateful and thankful for each day. It always amazes me how focusing on gratitude can change my...

Retirement and the Brain Switch

Retirement and the Brain Switch

Over the years we have observed a tendency for clients entering retirement to change their behavior with regards to their financial strategy. Many more questions are asked. What if the market crashes now? Do I have the best strategy? Shouldn't I be more conservative?...

Are Hedge Funds Really Uncorrelated?

Are Hedge Funds Really Uncorrelated?

According to Simon Lack of SL Advisors, and author of The Hedge Fund Mirage: The Illusion of Big Money and Why It’s Too Good to Be True, “[uncorrelated returns] is what hedge funds try to provide,” but does today’s hedge fund universe really even accomplish this basic...

Executive Financial Planning Query

Executive Financial Planning Query

The process is vital when preparing a financial plan for a business leader. An executive financial planning exercise often revolves around good questions  One of the best questions from corporate business executives and professionals that clients and prospective...

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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