Silver Oak Wealth Advisors

CARES ACT of 2020 and Other Useful Resources

Posted By: Linda Cao |Posted In: Investment , News & Media | April 1, 2020

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 […]

WHAT DO WE DO NOW?

Posted By: Linda Cao |Posted In: Financial Transition , Investment | March 24, 2020

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 […]

A DRAMATIC WEEK

Posted By: Linda Cao |Posted In: Investment , News & Media |

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 […]

MARKETS, OPPORTUNITIES and WHAT YOU CAN DO NOW

Posted By: Linda Cao |Posted In: Investment , News & Media | March 14, 2020

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, […]

Confidence Drives Performance… Not Fear

Posted By: Linda Cao |Posted In: Financial Transition , Newsletters | February 24, 2020

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 […]

Linda Cao interviewed at the Morningstar Investment Conference 2019

Posted By: Silver Oak Administrator |Posted In: News & Media | July 12, 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 […]

ENGAGE, EDUCATE, & EMPOWER WOMEN FOR BETTER FINANCIAL WELL-BEING

Posted By: Silver Oak Administrator |Posted In: Women & Money | January 31, 2019

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 […]

Linda Cao has been selected as the curator for the Financial Transitionist Institute

Posted By: Silver Oak Administrator |Posted In: News & Media |

As the Curator for the Divorce Page of the Financial Transitionist Institute (to be launched soon), Linda has shared her thoughts on the recent Bezos divorce in the media. See what she has to say here.