Linda Cao interviewed at the Morningstar Investment Conference 2019
Linda Cao, President of Silver Oak Wealth Advisors, was interviewed at the Morningstar Investment Conference in Chicago in April 2019. She speaks about the importance of financial life planning and working with a holistic financial advisory firm. Watch this […]
Read MoreENGAGE, EDUCATE, & EMPOWER WOMEN FOR BETTER FINANCIAL WELL-BEING
A woman is the full circle. Within her is the power to create, nurture, and transform.” – Diane Mariechild When it comes to money, gender matters. Despite many positive trends wherein women are gaining economic power and influence, it is […]
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 […]
Read MoreMONEY, MARRIAGE & HAPPINESS
When I first got the idea for this topic I immediately thought of my husband and The Beatles tune, “Can’t Buy Me Love.” You remember that song: I’ll buy you a diamond ring my friend if it makes you feel […]
Read MoreMake-up and Personal Finance – Make the Best Decisions
Last month I almost made a bad decision. It was the day before my Women’s Conversation Café – a regular event I host for women to share stories and experiences around money with family and friends and talk about important […]
Read MoreCreating The Family Tradition Of Money Wisdom
IT’S THAT TIME OF YEAR. A time to be with family and friends. A time to reflect on the year we had and the year to come. It’s the season for celebrations, resolutions, and traditions. When I think about my own […]
Read MoreGrey Divorce – Am I Going To Be Okay?
Grey divorce is a difficult life transition and in order for this transition to be successful, it requires time, self-care, good planning and willingness to adapt. In the last 25 years, grey divorce – people ending a long-lasting marriage after […]
Read MoreWhen Two Becomes One – What Widows Need
A widow needs an advisor with a process for keeping her safe while she takes the time to heal. And she needs that person as soon as possible. There is a well-known fact in the financial services industry: about 70% […]
Read MorePutting Money In Its Proper Place!
Silver Oak Wealth Advisors is proud to host the first Women’s Circle of the year as a participant of a national movement to change the conversation for women around money. Our Circle Gatherings are a reflection of our commitment to provide a […]
Read MoreSilver Oak Women’s Circle Harvest
MONEY TOUCHES EVERY ASPECT OF OUR LIVES – marriage, work, health, relations with family and friends – and we know there’s no precise formula when it comes to how much we want, need, spend and expect. Recently a diverse group […]
Read MoreReluctant to take charge of personal finance? You are not alone.
IN A 2008 SURVEY CONDUCTED BY PRUDENTIAL FINANCIAL, 73% of women claimed to be worried about their financial future, but just as many admitted to procrastinating when it came to doing something to manage these worries. Comments made by […]
Read More