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White Oaks Investment Management Blog

How to Get Family Accounting Services You Can Count on

[fa icon="calendar'] Feb 4, 2016 11:59:15 AM / by Robert Klosterman & Sharon Bloodworth posted in Fee-Only Advisor

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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.

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[News] How do Real Investors Take a Punch?

[fa icon="calendar'] Jan 29, 2016 8:00:00 AM / by Robert Klosterman posted in Portfolio Management

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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.

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Why it's Valuable to Educate Clients

[fa icon="calendar'] Jan 27, 2016 9:00:00 AM / by Robert Klosterman & Sharon Bloodworth posted in Economy

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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?

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[Excerpt] The Four Horsemen of the Investor’s Apocalypse

[fa icon="calendar'] Jan 21, 2016 8:00:00 AM / by Robert Klosterman & Sharon Bloodworth posted in The Four Horsement of the Investor's Apocalypse

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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.

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Benefits to Having a Fee-Only Advisor in 100 Words

[fa icon="calendar'] Jan 19, 2016 2:00:00 PM / by Robert Klosterman & Sharon Bloodworth posted in Fee-Only Advisor

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The market has recently experienced some turbulence. How have your investments fared through the rise in interest rates and simultaneous volatility?

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How to Choose the Right Wealth Advisor in 2016

[fa icon="calendar'] Jan 15, 2016 10:30:00 AM / by Robert Klosterman & Sharon Bloodworth posted in Wealth Management

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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.

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Asset Protection for Your Portfolio in 100 Words

[fa icon="calendar'] Jan 12, 2016 10:00:00 AM / by Robert Klosterman & Sharon Bloodworth posted in Investing, Asset Protection

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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.

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Retirement Planning for Stay-at-Home Spouses

[fa icon="calendar'] Jan 8, 2016 12:33:25 PM / by Robert Klosterman & Sharon Bloodworth posted in Retirement, retirement financial planning, retirement planning

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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.

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Congress Passes Tax Extender Legislation as 2015 Winds Down

[fa icon="calendar'] Jan 5, 2016 8:00:00 AM / by Laura Nickolay posted in Taxes

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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.

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Align Your Interests With the Right Wealth Advisor in 2016

[fa icon="calendar'] Dec 29, 2015 8:00:00 AM / by Robert Klosterman & Sharon Bloodworth posted in Wealth Management

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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.

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White Oaks Helps the Wish Tree Project!

[fa icon="calendar'] Dec 22, 2015 8:00:00 AM / by Robert Klosterman & Sharon Bloodworth posted in Community

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The merry elves of White Oaks are helping brighten the holidays for children whose families need some extra help this season!

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[New Guide] Remember Insurance When Making Big Purchases

[fa icon="calendar'] Dec 17, 2015 12:23:35 PM / by Robert Klosterman & Sharon Bloodworth posted in Making Big Purchases

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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.

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7 Facts About White Oaks Investment Management Services

[fa icon="calendar'] Dec 15, 2015 8:00:00 AM / by Robert Klosterman & Sharon Bloodworth posted in Investments

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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. 

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[News] MN DOR Issues Alert on Phone Phishing Scam

[fa icon="calendar'] Dec 10, 2015 11:12:41 AM / by Laura Nickolay posted in Taxes

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On December 9, the Minnesota Department of Revenue issued an alert warning taxpayers of a new phishing scam.

This latest scam involves automated phone calls informing recipients that the IRS is taking legal action against them. 

Taxpayers must keep in mind that all IRS communications begin with correspondence in the mail, and the first point of contact will not be made over the phone.

If you have no reason to think the IRS should be calling you, your instincts are probably right.

You can see the scam alert below: 

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5 Things You Need to Ask Your Financial Advisor

[fa icon="calendar'] Dec 8, 2015 8:00:00 AM / by Robert Klosterman & Sharon Bloodworth posted in Financial Planning

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Most people that have wealth know there’s a need for a financial advisor to manage their investments.

While your existing advisor (if you have one) may possess all the bells and whistles, are you certain they’re doing what’s best for you, 100% of the time?

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