Silver Oak Insights
Enhance Financial Well-Being in the New Year
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...
Investment Perspectives: What We Know and What We Can Control
"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...
Aftermath of the Pandemic: Human Resiliency and Redesigning a Better Life
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...
Well-being – The Key To Live A Thriving Life
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...
Developing a Healthy Family Culture Starts with These 10 Habits
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...
Empowering Women Changes the World
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...
The Priceless Gift: How to Pass On Your Values, Wisdom and Blessings in a Legacy Letter
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,...
What is ESG investing and why should I consider it in my portfolio now?
There is a way to throw the power of your wealth behind issues you care about. It is called ESG investing, which stands for Environmental, Social, and Governance. It incorporates a dual mandate that allows you to invest your wealth for the purpose of earning a...
What’s an “ethical will” and why should I create one?
Wills and trusts deal with the transfer of material objects and financial assets. They are a necessary part of responsibly planning to ensure your tangible and monetary wealth goes to the right people and places and at the right time. Wills and trusts are drawn up by...
2020 Reflection and New Year Message from Silver Oak
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...