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Silver Oak Wealth Advisors
  • Home
  • About
  • Financial Transition
    • Individual Investors 50+
    • Women in Transition
  • Family CFO
  • Our Process
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2020 Reflection and New Year Message from Silver Oak

Posted By: Linda Cao |Posted In: Investment , Newsletters | January 8, 2021

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 […]

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HOW RISK TOLERANT ARE YOU?

Posted By: Linda Cao |Posted In: Financial Transition , Investment , News & Media , Newsletters | August 20, 2020

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 […]

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MAKING SENSE OF THE STOCK MARKET AND ECONOMY

Posted By: Linda Cao |Posted In: Investment , News & Media | June 10, 2020

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 […]

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GREAT PAUSE

Posted By: Linda Cao |Posted In: Financial Transition , News & Media | May 27, 2020

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 […]

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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 […]

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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 […]

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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 […]

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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, […]

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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 […]

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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 […]

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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 […]

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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.

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10866 Wilshire Blvd., Suite 1270
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Tel. (310) 207-4800
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Wines We Love

Here are a few of the wines that we are currently mastering the complexities of:
  • Silver Oak Cabernet Sauvignon 2005 Napa
  • Silver Oak Trophy Reds
  • Silver Oak Alexander Valley Cabernet Sauvignon 2006
  • Silver Oak Alexander Valley Cabernet Sauvignon 2003

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  • Financial Transition
  • Investment
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Wines We Love

Here are a few of the wines that we are currently mastering the complexities of:
  • Silver Oak Cabernet Sauvignon 2005 Napa
  • Silver Oak Trophy Reds
  • Silver Oak Alexander Valley Cabernet Sauvignon 2006
  • Silver Oak Alexander Valley Cabernet Sauvignon 2003
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