Silver Oak Insights

Now Viewing Category: Financial Transition & Planning
Navigating Uncertainty in 2025

Navigating Uncertainty in 2025

   Recent headlines and events have left many of us feeling unsettled—from the devastating Southern California wildfires to widespread government layoffs, and the impact of tariffs and rapidly shifting domestic and international policies. For those directly affected...

What is Your Money Story?

What is Your Money Story?

I grew up in China in the 1970s, a time when material goods were scarce. I vividly remember the days of food ration stamps and how a can of spam was the most luxurious and delicious treat I could imagine as a child. Everyone I knew was a saver, driven by the need to...

Year-End Charitable Gifting

Year-End Charitable Gifting

As the fall season is upon us and the holiday season approaches, now is a perfect time to reflect on the year, think about people in need and organizations you want to support and honor, and make a meaningful impact. For this purpose, we have prepared four...

Retirement Reimagined

Retirement Reimagined

If asked: “What is the most important consideration for retirement?” What comes to your mind? Most people would answer: “having enough money.” While financial security is necessary, in my last 18 years of experience working with clients, I have found it is...

Great Pause

Great 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 form of “quarantine fatigue” and are...

Contact Information

10940 Wilshire Blvd.
Suite 975
Los Angeles, CA 90024
310.207.4800

Email: admin@silveroakwa.com