A Case For Attorneys in Transition
MANY ATTORNEYS ARE SKILLED IN GUIDING their clients through significant life-changing transitions that involve money. Whether their specialty area is family law, litigation, or estate planning, they have the technical training to resolve the transaction while also managing the stress that their clients […]
Read MoreWhen in Transition, Slow and Steady Wins the “Race”
IT MAY NOT BE SEXY OR GLAMOROUS, but here’s to the Tortoise in the famous child’s fable, “The Tortoise and the Hare”! No one pays attention to the underdog. The tortoise was not expected to win the race, but win he did–with the attitude that “getting there” […]
Read MoreBag Lady Fears: What’s really going on here?
THERE IS ONE PERSISTENT MINDSET ABOUT MONEY that is far more common among women than men. It applies to even affluent and high-earning women. That is, the fear of becoming a ‘bag lady.’ Conjure up any image of a bag lady, and invariably she […]
Read MoreEric Bruck on the Cover of Financial Planning Magazine
Silver Oak’s Eric Bruck on “Real Estate’s Rehabilitation” The May 2012 Cover Story of Financial Planning Magazine While we at Silver Oak do not hold ourselves to be real estate experts, our ongoing quest to uncover low volatility investments with […]
Read MoreJoel Framson on Fiduciary Responsibilities – CNN
BRINGS JOEL FRAMSON in to speak about the mutual fund mess and what exactly are the fiduciary responsibilities.
Read MoreJoel Framson Featured On Investors Business Daily
ARE YOU IN THE MARKET FOR A GUARDIAN ANGEL? When it comes to money, advice can sound obvious. The more you earn, the more you have to protect. And as you mature, your priorities expand. You’re concerned […]
Read MoreJoel Framson Featured on Financial Planning Magazine “Hot Commodities”
Commodity prices have been soaring as economies around the world continue to grow – especially in the developing world, where demand for raw materials is rampant. The Dow Jones-AIG Commodity Index was up nearly 17% for the year in early […]
Read MoreEric Bruck Featured on the Los Angeles Business Journal
WEALTHY CRY ON THE SHOULDERS OF THEIR ADVISERS When Alin Wall meets with clients these days, she feels more like an armchair therapist than a financial adviser. Wall, a local accountant who works with high-net-worth families on estate and trust […]
Read MoreLA Times 6/20/09 – Should bonds still get the love? (Bruck)
Lori Mayfield leads an exciting, active life. Single and self-employed, the 36-year-old freelance advertising copy writer enjoys the personal and financial freedom to travel extensively and pursue interests such as snowboarding, photography and mountain biking. Charging a day rate of […]
Read MoreWealth Manager Magazine Oct. 2007 – Children & Wealth (Framson)
Last year, Warren Buffet’s granddaughter, Nicole Buffett, made a baffling admission. The young woman in the green turtleneck sweater and long silver earrings sat on Oprah Winfrey’s butter-colored couch and confessed to the world that she worked as a housekeeper… […]
Read MoreNY Times 4/1/09 – Planning a Retirement Without Dividends (Framson)
Many retirees have certain ideas about how they will occupy their days and how they will pay for it. Dividends are often a part of those plans, but relying solely on regular checks from dividend-paying stocks or funds for retirement… […]
Read MoreFPALA Spring 09 – President’s Message (Bruck)
The world of financial advice has endured a sea-change in recent months. As trusted advisors to our clients and caretakers of their wealth, we are probably for the first time being confronted with circumstances we have never before been compelled… […]
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