Bob Klosterman

Bob Klosterman CFP® is CEO and Chief Investment Officer of White Oaks Investment Management, Inc. and its predecessor R.J. Klosterman & Co, Inc. Bob has been a Certified Financial Planner licensee since 1989. He has been listed as one of the Top 250 Financial Advisors in the United States by Worth Magazine. He has also been recognized as one of the top 150 Financial Advisors by Mutual Fund Magazine, Medical Economics and Bloomberg’s Wealth Manager Magazine. Bob’s published quotes appear frequently in dozens of local and national publications, including USA Today, the New York Times, Minneapolis Star Tribune, CFP Today, Barron’s and Fortune.

The Perfect Time to Invest

While I never have seen a survey inquiring about the desire for investing at the perfect time, I am pretty confident that if the question...

Investors Hungering for an Inside Scoop

It’s sooooo NOISY out there! People don’t have a good intuitive sense of how to weigh new information in light of what they already know. They...

Things That Matter to Investors

Many of the comments we received from clients, friends and acquaintances express frustration with the current economic and political environment investors find themselves in, in...

How do Real Investors Take a Punch?

Ancient Chinese Curse….May you live in interesting times  With little question we live in interesting times and the prospects seem to indicate that we are...

Investing Is Not “The Market”

There are times I encounter a familiar face and will get asked – “what did the market do today?”or “the market went up (or down),...

Financial Planner, Investment Guru or Wealth Manager?

Recently I received an email from someone who indicated that they wanted wealth management services for their family. I found it interesting that they also...

Investment Management – The Great Debate…

If you want to arouse a fiery debate in a crowd of people interested in the topic of investment management, a sure bet is to...

How do You Know You Need Investment Management?

If you are lucky, there comes a point in your life when the question of “Do I need a professional to help me with my...

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