The Priceless Gift: How to Pass On Your Values, Wisdom and Blessings in a Legacy Letter
In January, Susan Turnbull of Personal Legacy Advisors and Linda Cao of Silver Oak Wealth Advisors led a thought-provoking and inspiring program that broadened our imagination on what legacy means. Through interesting examples, simple exercises, and personal storytelling, the audience left […]
Read More2020 Reflection and New Year Message from Silver Oak
As we look back at all the craziness that has occurred in 2020, my team and I at Silver Oak want you to know how very grateful we are for the warm and affirming relationships we share with you, our […]
Read MoreHOW RISK TOLERANT ARE YOU?
As the economy is reopening and people return to normal activities, we all face this question; How safe do I need to be? With a surge of new COVID-19 cases in many states, practicing intelligent and informed safety measures becomes […]
Read MoreMAKING SENSE OF THE STOCK MARKET AND ECONOMY
There is no doubt that we are living in unprecedented times. Since early March, we have seen about 40 million people, or 25% of U.S. labor force, file for unemployment, comparable to the Great Depression. On April 20th, U.S. oil prices briefly fell to $ -37.62 a barrel, something many investors did not even know […]
Read MoreGREAT PAUSE
It’s been over two months since the Shelter-at-Home order has been in place in California and in most parts of the country. Our lives have changed so dramatically it feels surreal. At this point, many of us are experiencing some […]
Read MoreCARES ACT of 2020 and Other Useful Resources
Last week we have seen a massive fiscal policy response to the Coronavirus crisis. We put together the relevant resources and planning tips to share with you in this email. The Coronavirus Aid, Relief, and Economic Security (CARES) Act of […]
Read MoreWHAT DO WE DO NOW?
So much change in a week’s time! We are sure that you are feeling what we are feeling our world has gone topsy turvy. The Covid-19 virus has disrupted everything from our physical and economic health, to our mental health […]
Read MoreA DRAMATIC WEEK
This past week we have seen the worst stock-market selloff since the 2008 financial crisis, as the fear of the new coronavirus continues to spread around the world. During a sharp market decline and heightened uncertainty, you may feel the […]
Read MoreMARKETS, OPPORTUNITIES and WHAT YOU CAN DO NOW
As investors, I hope you’ve heard many good reasons to stay on course and not abandon your long-term investment strategy in a market downturn. While this always holds true, this is a scary and difficult time for everyone. This time, […]
Read MoreConfidence Drives Performance… Not Fear
This winter I took my family on a long-anticipated ski trip. Everyone was excited because it had been four years since we skied as a family. My boys were only 8 and 5 at that time, and they remembered how […]
Read MoreMindful Eating, Mindful Spending
I recently came across a saying that really struck a chord with me; particularly after an experience I had a few months ago. It reads: If you’re interested, you’ll do what’s convenient. But if you’re committed, you’ll […]
Read MoreWhen She Has More Than He Has
The idea of the fiscally unequal relationship is hardly new. Relationships between men and women have historically been fiscally unequal, with men bringing more money to the relationship, as well as earning more during the relationship. They’ve also held greater […]
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