HOW 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 MoreLinda 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 MoreLinda Cao has been selected as the curator for the Financial Transitionist Institute
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.
Read MoreSilver Oak Wealth Advisors named as one of the TOP 20 “Best Financial Advisors in Los Angeles 2019″
SILVER OAK WEALTH ADVISORS has been named out of 898 Financial Advisors reviewed as one of the top 20 firms serving Los Angeles by Expertise.com. Expertise.com is a national, web-based due diligence firm which identifies the top service professionals in […]
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