Market Update: June 30th – August 31st, 2015
Background and Overview As we suspected early in the year, this has been a volatile period for the domestic and international stock markets. This is in stark contrast to the placid U.S. market in 2014 that may have given everyone […]
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 MoreMoney & Life Transitions: When Life Changes, Money Changes
As professionals in wealth management, family law and estate planning, we owe more to our clients than simply coming up with the financial and technical solutions to their problem. It’s a reality that every person will experience at least one […]
Read MoreFinancial Transition Planning – For the Disruptive Life Events
Change is integral to life. So, couldn’t we agree that at some point in our lives, maybe more than once, each of us will be confronted with a major life change? It could be as universal as suddenly being awakened […]
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 MoreApproaching Retirement is More Than A Life Change, it is a Life Transition.
YOU’VE JUST CELEBRATED YOUR 55TH BIRTHDAY. You muse that thoughts of “how and when can I retire” are beginning to circulate more and more frequently and loudly in your head. You find yourself beginning to mentally assess your current […]
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 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 More2004 Worth Magazine Top 100 Wealth Advisors Issue
The Methodology: A Vigilant Perspective When asked why her personal wealth advisor should be included in Worth’s 100 Most Elusive Wealth Advosors for 2004, one reader spoke of the “vigilant perspective” he and his staff provide. In an investment climate […]
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