Empowering Women Changes the World
Gender equality, women and financial power is something to embrace. The news about Melinda and Bill Gates’ divorce has been in the news headlines. It is shocking and newsworthy given their public profile and the level of assets to split. […]
Read MoreThe 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 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 More