This winter I took my family on a long-anticipated ski trip. Everyone was excited because it had been four years since we skied as a family. My boys were only 8 and 5 at that time, and they remembered how much fun it was to ski with their mom and dad. On the first...
Silver Oak Insights
Linda Cao interviewed at the Morningstar Investment Conference 2019
Linda Cao, President of Silver Oak Wealth Advisors, was interviewed at the Morningstar Investment Conference in Chicago in April 2019. She speaks about the importance of financial life planning and working with a holistic financial advisory firm. Watch this...
Engage, Educate, & Empower Women For Better Financial Well-being
A woman is the full circle. Within her is the power to create, nurture, and transform.” - Diane Mariechild When it comes to money, gender matters. Despite many positive trends wherein women are gaining economic power and influence, it is still notable that as...
Linda Cao has been selected as the curator for the Financial Transitionist Institute
As the Curator for the Divorce Page of the Financial Transitionist Institute (to be launched soon), Linda has shared her thoughts on the recent Bezos divorce in the media. See what she has to say here.
Silver Oak Wealth Advisors named as one of the TOP 20 “Best Financial Advisors in Los Angeles 2019″
SILVER OAK WEALTH ADVISORS has been named out of 898 Financial Advisors reviewed as one of the top 20 firms serving Los Angeles by Expertise.com. Expertise.com is a national, web-based due diligence firm which identifies the top service professionals in over 100...
Protected: 2018 Investment Forum – Exculsively for Clients
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Silver Oak Wealth Advisors named as one of the TOP 20 “Best Financial Advisors in Los Angeles 2018″
SILVER OAK WEALTH ADVISORS has been named out of 898 Financial Advisors reviewed as one of the top 20 firms serving Los Angeles by Expertise.com. Expertise.com is a national, web-based due diligence firm which identifies the top service professionals in over 100...
Mindful Eating, Mindful Spending
I recently came across a saying that really struck a chord with me; particularly after an experience I had a few months ago. It reads: If you’re interested, you’ll do what’s convenient. But if you’re committed, you’ll do whatever it takes. A week before...
When She Has More Than He Has
The idea of the fiscally unequal relationship is hardly new. Relationships between men and women have historically been fiscally unequal, with men bringing more money to the relationship, as well as earning more during the relationship. They’ve also held greater...
Money, Marriage & Happiness
When I first got the idea for this topic I immediately thought of my husband and The Beatles tune, “Can’t Buy Me Love.” You remember that song: I'll buy you a diamond ring my friend if it makes you feel alright I'll get you anything my friend if it makes you feel...