Market Insights

Quarterly Webinars

SilverOak Wealth Management holds a live webinar each quarter, discussing recent shifts in the economy and markets, as well as our outlook going forward. 

In addition, each quarter includes a "deep dive" into various financial topics of interest to our clients.

 

See below for our most recent webinars.

SilverOak Quarterly Webinar - 3rd Quarter 2019

Shannon King & Jonathan Scharlau discuss SilverOak's outlook on the economy and markets, as well as portfolio strategies for coping with market volatility.

Click here to view the webinar slides in PDF format.

SilverOak Quarterly Webinar - 2nd Quarter 2019

Shannon King & Jonathan Scharlau discuss 2nd quarter 2019 market performance, as well as SilverOak's outlook on various probabilities for the market going into the second half of the year.

Click here to view the webinar slides in PDF format.

SilverOak Quarterly Webinar - 1st Quarter 2019

Shannon King & Jonathan Scharlau discuss market performance for 1st quarter 2019.  In addition, they provide SilverOak's outlook and a list of post-tax season reminders for the rest of the year.

Click here to view the webinar slides in PDF format.

SilverOak Quarterly Webinar - 4th Quarter 2018

Shannon King & Jonathan Scharlau discuss shifts in the economy and markets during the 4th quarter.  In addition, they give a list of "New Year" planning tips as we head into 2019.

Click here to view the webinar slides in PDF format.

SilverOak Quarterly Webinar - 3rd Quarter 2018

Shannon King & Jonathan Scharlau discuss the economy and markets during the 3rd quarter, as well as recent shifts during the month of October.  In addition, they discuss various strategies for gifting to both individuals and charities.

Click here to view the webinar slides in PDF format.

SilverOak Quarterly Webinar - 2nd Quarter 2018

Shannon King & Jonathan Scharlau discuss the economy and markets, and also address client questions like "Is SilverOak concerned about the increasing budget deficit?" and "How does SilverOak decide where to invest money in client portfolios?"

Click here to view the webinar slides in PDF format.

SilverOak Quarterly Webinar - 1st Quarter 2018

Shannon King & Jonathan Scharlau discuss the economy and markets, plus a deep dive into the relationship between bond prices, interest rates and effective returns.

Click here to view the webinar slides in PDF format.

SilverOak Quarterly Webinar - 4th Quarter 2017

Shannon King & Jonathan Scharlau discuss the economy and markets.  Plus, Kathy Nelson leads a deep dive into the tax law changes brought about by the new 2017 Tax Cuts & Jobs Act.

Click here to view the webinar slides in PDF format.

SilverOak Quarterly Webinar - 3rd Quarter 2017

Shannon King & Jonathan Scharlau discuss the economy and markets, plus a deep dive into cybersecurity and identity theft prevention.

 

Click here to view the webinar slides in PDF format.

SilverOak Quarterly Webinar - 2nd Quarter 2017

Shannon King & Jonathan Scharlau discuss the economy and markets, plus a deep dive into Federal Gift & Estate taxes and recent changes to Minnesota tax laws.

 

Click here to view the webinar slides in PDF format.

SilverOak Quarterly Webinar - 1st Quarter 2017

Shannon King & Jonathan Scharlau discuss the economy and markets, plus a deep dive into SilverOak's Market Dashboard and the importance of international diversification.

Click here to view the webinar slides in PDF format.

For more market insights, please visit our Quarterly Newsletters page.

Interested in learning more about SilverOak?

Contact Us

SilverOak Wealth Management LLC

7650 Edinborough Way

Suite 250  

Edina, MN 55435 

Phone:  (952) 896-5700 

Email:  info@silveroakwealth.com

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