Robert Klosterman, CFP®

Robert Klosterman, CFP®

CEO & Chief Investment Officer, White Oaks Investment Management, Inc.

Bob Klosterman, CFP, is the Chief Executive Officer and Chief Investment Officer of White Oaks Investment Management, Inc., and author of the book, The Four Horsemen of the Investor’s Apocalypse.

5 Reasons Your Financial Plan Hasn't Worked… Yet!
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Financial Planning

5 Reasons Your Financial Plan Hasn't Worked… Yet!

Avoiding these planning mistakes can put you on the right path toward financial independence.
November 30, 2016
When Is the Perfect Time to Invest?
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Markets

When Is the Perfect Time to Invest?

Trying to time the market rarely works out well. Instead, be sure to have enough cash on hand to cover you in good times and bad.
September 28, 2016
Smart Investors Ignore the Noise
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Markets

Smart Investors Ignore the Noise

You should focus on the long term and investing in relatively cheap assets.
July 7, 2016
What You Really Need to Focus On As an Investor
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Financial Planning

What You Really Need to Focus On As an Investor

Comparing your portfolio with a benchmark may not be the best way to evaluate your investing performance.
April 26, 2016
3 Mistakes You Make with Stock Grants and Options
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investing

3 Mistakes You Make with Stock Grants and Options

If you have this chance to earn more, be sure to take maximum advantage.
April 11, 2016
Know What You Can Control as an Investor
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Markets

Know What You Can Control as an Investor

Understanding the economy is important, but smart investing focuses on costs, tax effectiveness and other factors.
March 21, 2016
Why Investments Outperform Investors
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Markets

Why Investments Outperform Investors

Those in the market don't want to see their decisions as market timing. But too often they are.
March 15, 2016