White Oaks Thought Leadership

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?...
Estate Planning: The Ultimate Selfless Act

Estate Planning: The Ultimate Selfless Act

Estate planning is likely the most put off component of a comprehensive wealth management strategy. Of course, thinking about one’s own demise is not the most favorite thing to occupy one’s time, is it? That said, the process of completing a well organized and...
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...

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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