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...
School is out and summer is in full swing! We hope you enjoyed a fun and relaxing Independence Day with friends and family. As we celebrate the spirit of freedom and independence this summer, we can reflect on the importance of achieving financial independence in our...
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...
Happy Lunar New Year from all of us at Silver Oak! January 22nd marked the beginning of the Lunar New Year. Each year in the Lunar calendar represents one of the twelve zodiac animals. 2023 is the Year of the Rabbit, representing longevity, peace, and prosperity. The...
"The stock market is a device which transfers money from the impatient to the patient."Warren BuffetThe continued market gyrations, coupled with rising interest rates, record inflation, and global conflict, have caused many investors to pause. What is going to happen...
A common saying in investing is that “Past performance does not guarantee future results.” In life, however, we often study the past to give us insight into the future. In the last two years, the Covid-19 pandemic has transformed the world and our lives. But how is it...
When you think about the word “well-being”, what comes to mind? Health and wealth? Happiness and success? Well, it may be different from what you think of. Based on the book “Well-Being”, by Tom Rath and Jim Harter, well-being is about the combination of our love for...
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...
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...
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...