Bob Klosterman

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...

The “F” Word….Fiduciary Standard of Care

Not that one that immediately came to mind! The one that applies to the world of investments and investment advice. The word I am referring...

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),...

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