White Oaks Blog

Worried About the Market During this Election?

Humpty might fall, but he most likely won’t crack! We can always tell the temperature of the voting public by the incoming questions and comments from clients.  “Should I hold off investing this month?”  “Should I move to cash?”  “I’m moving to Canada if “so and so”...

White Oak’s 30th Anniversary Celebration

A big thank you to White Oak’s clients and friends for helping make the White Oak’s 30th Anniversary celebration a fun and memorable event! Robert Klosterman Robert Klosterman, CFP® is Founder of White Oaks Wealth Advisors, Inc. and its predecessor R.J....

Estate Tax: It's not just an issue at the Federal level

Most people are aware of the Federal estate tax, having heard it mentioned casually in the news or not so casually by their financial advisor, lawyer or CPA. We often have clients nonchalantly assure us that because their net worth is less than $5 million ($10 million...

Tale of Two Banks

The tale of two banks… There are no traffic jams along the extra mile. Roger Staubach Recently I reviewed the items stored in my parent’s safety deposit box at the bank. The bank had requested we update information on the account and since I am a co-owner on the...

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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