White Oaks Blog

Travel Smarter: 2nd Edition

Travel Smarter: 2nd Edition

I travel ALL of the time…IN MY HEAD! But I do love to hear all about our clients’ latest adventures. Piggybacking off of our last travel blog, if I were to travel, I would: 1. Get travel insurance. No one thinks they will get sick, injured, or robbed while traveling…...
Phishing: Will you take the bait?

Phishing: Will you take the bait?

I recently signed up for an online account as part of a car rental process. I had no complaints about the car service itself, but found myself in murky water by entering in personal information and a credit card number that let me pay up front. I found my car easily...
2nd Quarter 2017 Economic and Market Update

2nd Quarter 2017 Economic and Market Update

In this video, Bob Klosterman discusses the mixed results of the 1st Quarter 2017, and provides his outlook for the economy and the markets in the 2nd Quarter. Robert Klosterman Robert Klosterman, CFP® is Founder of White Oaks Wealth Advisors, Inc. and its predecessor...
Is This The Top?

Is This The Top?

With investment markets trading at all-time highs should investors be changing strategies? The answer depends on whether you are a speculator or investor. Speculators believe they have the answers to questions of market timing. Yet, the statistics prove that market...
Navigating Minnesota’s Residency Requirements

Navigating Minnesota’s Residency Requirements

What better time to talk about Minnesota residency requirements than March, often the snowiest month of the year? But the snow isn’t the only thing that has lifelong Minnesota residents packing their bags and relocating to other states. Per a report published by the...
In the Giving Spirit…

In the Giving Spirit…

As a special thanks to all of our clients, the White Oaks team set out to fill carts full of gifts for young girls and boys. The gifts go to children/siblings in the Parents in Community Action/Headstart program in both Northeast and Glendale Minneapolis. Happy...
Worried About the Market During this Election?

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”...

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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