Two new articles written by our Founder, Bob Klosterman, have been added to Kiplinger.com and the Huffington Post. The Links are below:
Do you pride yourself on organizing bills, receipts and documents, and having them readily accessible when tax season rolls around?
Even if it’s not you, you probably know someone like this--that paperwork superstar that has everything color-coded to a tee in neat folders and tabs. If that’s you, fantastic; but if not, we understand completely.
This excerpt is from an article by Bob Klosterman and was originally posted on Paladin on January 26, 2016:
"With little question we live in interesting times and the prospects seem to indicate that we are likely to find them even more interesting in the future.
Educating clients is considered a best practice--but why? In any industry, having transparency and a willingness to teach helps immensely during tough times or roadbumps.
For example, if you're a pilot, wouldn't you be more prepared if you knew from takeoff there would be inclement weather, rather than be blind-sided, not checking the weather, and being blind-sided by sheets of rain and lightning?
This blog post is an excerpt from Bob Klosterman’s book, “The Four Horsemen of the Investor’s Apocalypse,” and has been edited for formatting purposes.
The market has recently experienced some turbulence. How have your investments fared through the rise in interest rates and simultaneous volatility?
Choosing the right wealth advisor to handle your assets isn’t an easy decision. Even after you’ve chosen someone, it’s a constant process and relationship builder to ensure your portfolio is going the way you desire.
Protecting your assets is extremely important -- a cardinal rule, in fact -- to anyone that has wealth and investments. With the right decisions and portfolio strategy in place, this is not only practical, but entirely attainable.
The comfort of today can make the thought of retirement planning tomorrow seem like a wanton, non-urgent need. In a perfect world everything would come together seamlessly, and we would be able to support ourselves once we stop going to the office and getting a paycheck.
Toward the end of 2015, Congress passed over 50 tax provisions that have been in limbo since expiring at the end of 2014.
The provisions run the gamut from bonus depreciation for businesses extended through 2019 to the child tax credit, American opportunity credit and earned income credit for individuals all being permanently added to the tax code.
How have your financial endeavors turned out in 2015? Did your investments garner your expected ROI, or were your plans foiled by volatility?
Regardless, there will always be surprises in the economy, no matter how adept economical projections have become.
The merry elves of White Oaks are helping brighten the holidays for children whose families need some extra help this season!
With the holidays right around the corner, you’re probably thinking about buying something big for your family or child. Whether it’s a new vehicle, trampoline or new tech, it’s vital to ask yourself, “Does this need to be insured?”
You’re probably no stranger to making big purchases. But the real question remains—are these purchases leaving you liable, or vulnerable to being sued? This threatens your livelihood and your assets.
Have you ever browsed through investment management websites, and don’t quite get what you’re looking for?
We here at White Oaks understand the need to get answers, and have made it easy to glean important information from our website pages.
For someone that is busy, on-the-go and without excessive time, there is a need to properly allocate resources to diversifying your portfolio--and sooner rather than later. The aim is to give you, a corporate executive, time back for important aspects in your personal life.