We’re a go-to resource for financial media. We’d like to be yours, too.

Members of the White Oaks team are regularly quoted in trusted media sources and asked to contribute articles about today’s most pressing financial news. We’re proud to be a source of trusted advice and look forward to answering all of your financial questions.

Published Articles

Investing During a Crisis: What You Need to Know | April 2020 | Minneapolis St. Paul Business Journal
When is the Perfect Time to Invest? | September 2016 | Kiplinger
Investors Hungering for an Inside Scoop | June 2016 | Paladin
What You Really Need to Focus On As An Investor | April 2016 | Kiplinger
Things That Matter to Investors | April 14, 2016 | Huffington Post
Three Mistakes Executives Makes with Stock Options and Grants | April 2016 | Kiplinger
The "F" Word... Fiduciary Standard of Care | April 4, 2016 | Paladin
Why Investments Outperform Investors | March 2016 | Kiplinger
Know What You Can Control as an Investor | March 2016 | Kiplinger
5 Reasons Your Financial Plan Hasn't Worked...Yet | February 2016 | Kiplinger
Investing is Not 'The Market' | November 6, 2014 | Paladin
Financial Planner, Investment Guru or Wealth Manager? | October 24, 2014 | Paladin
Investment Management: The Great Debate | August 20, 2014 | Paladin
How do you know you need Investment Management? | July 18, 2014 | Paladin

Quotes

Helping Pre-Retirees Avoid Serious Blunders | February 6, 2024 | Financial Advisor Mag.com
12 Finance Pros' Tips for Successfully Achieving Early Retirement | November 15, 2022 | Forbes
15 Common Financial Missteps to Avoid in Early Retirement | November 4, 2022 | Forbes
How to Fix a Common Client Problem: Too Little Insurance Protection | April 1, 2022 | Financial Advisor Mag.com
How to Attract & Keep Employees Satisfied | March 7, 2022 | Forbes
Table of Experts: Women in Finance | October 15, 2021 | Minneapolis/St. Paul Business Journal
Setting up a 401(k) Program for Your Team? 14 Important Factors to Consider | October 6, 2021 | Forbes
Here's What You Need to Know About the July 15th Tax Deadline | July 10, 2020 | KARE 11
13 Things to Discuss With Your Financial Advisor (Besides Retirement Date) | July 1, 2020 | Forbes
6 Things to do Before a Speaking Engagement to Get Calm & Focused | April 20, 2020 | Minneapolis/St. Paul Business Journal
Four Practical Tips for Handling Your Business Competition | April 14, 2020 | Minneapolis/St. Paul Business Journal
Stimulus Checks: What You Need to Know | April 2, 2020 | KARE 11
Financial Planners Helping Clients Manage Market Swings | March 16, 2020 | Acorns + CNBC
How to Save Money: 5 Small Lifestyle Changes... | February 25, 2020 | Acorns + CNBC
13 Important Details to Review With Your Financial Advisor | January 30, 2020 | Forbes
12 Financial Factors to Remember When Settling a Divorce | January 7, 2020 | Forbes
Meeting Your Financial Planner for the First Time? | November 22, 2019 | Forbes
Top 11 Retirement Planning Questions to Ask Clients | August 21, 2019 | ThinkAdvisor
How long does it take to Refinance a Mortgage? | October 1, 2018 | Realtor.com
Accountants Warn Tax Reform could add up to April Shock | September 1, 2018 | Star Tribune
10 Good Reasons for AI to Keep Evolving in Finance | July 2, 2018 | Forbes
2018's Most & Least Financially Literate States | April 4, 2018 | WalletHub
A CPA Answers 3 Common Tax Reform Questions | December 21, 2017 | KARE 11
Advice From the Experts: Managing Your Finances as a Millennial | February 6, 2017 | Forbes
How to Divy Up Assets as You Head for Retirement | April 3, 2016 | Los Angeles Times
A Guide to Drawing Down Your Savings in Retirement | April 3, 2016 | Los Angeles Times
Downsizing to a home in a mobile home park? Beware the pitfalls | October 5, 2015 | Bankrate
Planners Use Gun Trusts to Smooth Firearms Transfer | November 10, 2014 | WSJ
Dealing with family firms: A love-hate relationship for advisors | October 21, 2014 | CNBC
Trusts still attractive to family business owners | September 22, 2014 | CNBC
Find the perfect advisor for your business with 5 easy questions | September 8, 2014 | CNBC
Wealth Adviser: The Bull Market Investors Don't Trust | August 26, 2014 | WSJ
Advisors help small-biz owners keep it in the family | August 25, 2014 | CNBC

Press Releases

The links on this page contain articles and quotes from Bob Klosterman, retired founder of White Oaks.