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 - 1st Quarter 2024
Shannon King & Jonathan Scharlau review first quarter market performance and discuss market cycles and the importance of sticking to a long-term investment strategy.
SilverOak Quarterly Webinar - 4th Quarter 2023
Shannon King & Jonathan Scharlau review fourth quarter performance and examine various predictions for the market in 2024.
SilverOak Quarterly Webinar - 3rd Quarter 2023
Shannon King & Jonathan Scharlau discuss the economy and markets in the third quarter, as well as insurance best practices for homeowner's, auto, and umbrella coverage.
SilverOak Quarterly Webinar - 2nd Quarter 2023
Shannon King & Jonathan Scharlau review second quarter performance, as well as providing a refresher on identity theft and security best practices.
Click here to view the webinar slides in PDF format.
SilverOak Quarterly Webinar - 1st Quarter 2023
Shannon King & Jonathan Scharlau discuss first quarter performance, as well as providing an overview of bank and credit union deposit protections.
Click here to view the webinar slides in PDF format.
SilverOak Quarterly Webinar - 4th Quarter 2022
Shannon King & Jonathan Scharlau go over fourth quarter performance and discuss the year in review, along with SilverOak's outlook for 2023.
Click here to view the webinar slides in PDF format.
SilverOak Quarterly Webinar - 3rd Quarter 2022
Shannon King & Jonathan Scharlau review third quarter performance and discuss SilverOak's outlook for the coming months, along with an overview of recent tax announcements for 2023.
Click here to view the webinar slides in PDF format.
SilverOak Quarterly Webinar - 2nd Quarter 2022
Shannon King & Jonathan Scharlau discuss second quarter performance along with an overview of past bear markets and recoveries.
Click here to view the webinar slides in PDF format.
SilverOak Quarterly Webinar - 1st Quarter 2022
Shannon King & Jonathan Scharlau discuss inflation and recessions, as well as first quarter market performance and the ongoing economic recovery.
Click here to view the webinar slides in PDF format.
SilverOak Quarterly Webinar - 4th Quarter 2021
Shannon King & Jonathan Scharlau discuss fourth quarter markets and overall performance in 2021, as well as SilverOak's planning tips for the new year.
Click here to view the webinar slides in PDF format.
SilverOak Quarterly Webinar - 3rd Quarter 2021
Shannon King & Jonathan Scharlau discuss third quarter market performance as well as recent market transitions and SilverOak's outlook for the coming months.
Click here to view the webinar slides in PDF format.
SilverOak Quarterly Webinar - 2nd Quarter 2021
Shannon King & Jonathan Scharlau discuss second quarter market performance and have an in-depth discussion about cryptocurrency.
Click here to view the webinar slides in PDF format.
SilverOak Quarterly Webinar - 1st Quarter 2021
Shannon King & Jonathan Scharlau discuss the ongoing economic recovery as well as first quarter market performance.
Click here to view the webinar slides in PDF format.
SilverOak Quarterly Webinar - 4th Quarter 2020
Shannon King & Jonathan Scharlau discuss fourth quarter market performance as well as tax updates and an overview of President Biden's proposed stimulus package.
Click here to view the webinar slides in PDF format.
SilverOak Quarterly Webinar - 3rd Quarter 2020
Shannon King & Jonathan Scharlau discuss third quarter market performance and possible tax changes from the upcoming election.
Click here to view the webinar slides in PDF format.
SilverOak Quarterly Webinar - 2nd Quarter 2020
Shannon King & Jonathan Scharlau have an in-depth conversation about the continuing effects of COVID-19 and SilverOak's outlook for going forward.
Click here to view the webinar slides in PDF format.
SilverOak Quarterly Webinar - 1st Quarter 2020
Shannon King & Jonathan Scharlau discuss the impact of COVID-19, and are joined by Chris Link for an overview of the recent CARES Act.
Click here to view the webinar slides in PDF format.
SilverOak Quarterly Webinar - 4th Quarter 2019
Shannon King & Jonathan Scharlau review 4th quarter markets and economic data, and are joined by Chris Link for a discussion of the recent SECURE Act.
Click here to view the webinar slides in PDF format.
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.
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.
For more market insights, please visit our Quarterly Newsletters page.
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