by Linda Cao | Jul 30, 2021 | Financial Transition & Planning, Newsletters
Below are 10 habits that lead to a healthy family culture, used with permission from Pullen Consulting Group, LLC, a training organization for financial professionals through which Silver Oak Wealth Advisors has gleaned immeasurable insight and knowledge to support...
by Linda Cao | Jul 5, 2021 | Newsletters, Women & Money
Gender equality, women, and financial power is something to embrace. The news about Melinda and Bill Gates’ divorce has been in the news headlines. It is shocking and newsworthy given their public profile and the level of assets to split. But the most interesting...
by Linda Cao | Mar 30, 2021 | Financial Transition & Planning, Newsletters
In January, Susan Turnbull of Personal Legacy Advisors and Linda Cao of Silver Oak Wealth Advisors led a thought-provoking and inspiring program that broadened our imagination on what legacy means. Through interesting examples, simple exercises, and personal...
by Linda Cao | Jan 8, 2021 | Financial Transition & Planning, Newsletters
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 clients, colleagues, and friends. Certainly, this has been a year...
by Linda Cao | Aug 20, 2020 | Investment
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 has become even more important. Similarly...
