Silver Oak Insights

A Big Week Ahead

A Big Week Ahead

With Election Day just around the corner, the constant headlines and varying opinions have left many feeling uncertain and anxious about the outcome. We understand your concerns and the potential impact the election results may have on your well-being. In times like...

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...

Make Lasting Changes with Ease

Make Lasting Changes with Ease

The New Year is a fresh start, an opportune time to reflect and set new dreams and goals. Gyms become busy, travel plans are made, and new diets, schedules or budgets are adopted. But if we are honest, sustainable changes are hard, as our motivations often fade in a...

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...

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