White Oaks Thought Leadership

Alternative Investments: Pick Your Poison- Liquidity or Volatility

Alternative Investments: Pick Your Poison- Liquidity or Volatility

It is common for investors to react emotionally when it comes to investing, particularly when considering the various forms of alternative investments. For some, the concept of investing in non-traditional or alternative investments is new and, as a consequence, is a...

Minnesota Tax Benefit for 529 College Savings Plans

Minnesota has enacted some new tax legislation beginning in tax year 2017 that is related to 529 college savings plan contributions. The state is now offering a Minnesota tax credit (with income phase outs) or taxable income subtraction (no income phase outs) for net...

Index Funds: One Chapter in the Investing Book

When I’m tired of hearing the same ten songs played on the radio over and over again, I usually switch to a podcast. One of my favorites is Freakonomics, which purports to “discover the hidden side of everything”. This summer, I found two episodes to be especially...

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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