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...
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,...
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...
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...
There is no doubt that we are living in unprecedented times. Since early March, we have seen about 40 million people, or 25% of the U.S. labor force, file for unemployment, comparable to the Great Depression. On April 20th, U.S. oil prices briefly fell to $ -37.62 a...
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...
Last week we have seen a massive fiscal policy response to the Coronavirus crisis. We put together the relevant resources and planning tips to share with you in this email. The Coronavirus Aid, Relief, and Economic Security (CARES) Act of 2020 has been enacted as of...
So much change in a week’s time! We are sure that you are feeling what we are feeling our world has gone topsy turvy. The Covid-19 virus has disrupted everything from our physical and economic health to our mental health and our sense of security. We are reminded of a...
This past week we have seen the worst stock-market selloff since the 2008 financial crisis, as the fear of the new coronavirus continues to spread around the world. During a sharp market decline and heightened uncertainty, you may feel the urge to take action....
As investors, I hope you’ve heard many good reasons to stay on course and not abandon your long-term investment strategy in a market downturn. While this always holds true, this is a scary and difficult time for everyone. This time, both health and wealth are...