2020 Half Time Report

To view a recording of this event, click below!

2020 Half Time Report Video 

 

The BIG Shred

 

Supporting the Novato Small Business Relief Fund

Community Shredding Event BIG Success

Novato’s 8th annual “BIG Shred” event benefiting the Small Business Relief Fund was a BIG success. The community support and generosity of spirit of our clients and friends was all around, even masked. Although it was a “contactless event,” we all had fun, and it was very joyoful ! All previous records were broken – over 7,000 pounds of paper, and two large trucks reached capacity in 3 hours and 15 minutes. Over $11,214.00 was raised at the June 6th event. It was held at the Our Lady Loretto parking lot and hosted by Valley Oak Wealth Management.

Community support included Zenith Instant Print, Kreat!vz, Call & Metcalf, and Our Lady Loretto Church, and Novato Chamber of Commerce Ambassador volunteers — all to help the business community. Shredding the documents helps prevent identity theft. Integrity Shredding Services was paid for by Valley Oak Wealth Management.

“It is an honor to partner with such great people in this area,” said Tim Russell, Founder/Wealth Advisor of Valley Oak Wealth Management. “Having the opportunity to take part in a community-wide event such as the “BIG Shred” is an ideal way to deepen the level of service and experience we provide to our clients and neighbors,” said Tim. “Thank you also to the Novato Police Department, for traffic flow when needed. They support our community in a level of professional caring that is incredible. They have our appreciation in this tumultuous time.”

June 2nd Webinar: Brainworks

Train your brain like you train your body!

While cognitive decline may be an inevitable part of the aging process, studies show that we can prevent, or at least postpone, its development through intervention. Our brain is actually radically adaptable if we train it appropriately — like we do our bodies. The more fit our brain is, the more energy efficient it becomes and the easier it is to do important mental tasks such as focusing attention and being creative.

PROGRAM TAKEAWAYS

  • The Foundation for Brain Health through The Fab Five: Food, activity, balancing stress, rest, social connectivity
  • Brain Strength Training: Exercises to build mental muscle, flexibility and endurance for healthy aging
  • Brain Booster Training Regimen: Create a customized training program based on the principles of specificity, challenge and repetition

Speaker

Michael Futterman
Michael Futterman is Head of Knowledge Labs™ Professional Development at Janus Henderson Investors, and a frequent speaker. Mr. Futterman leverages his experience with Outward Bound, management consulting firms and the financial services industry to bring innovative, engaging and thought-provoking information and concepts.

Place: Online Webinar

Date: Tuesday, June 2nd

Hosted by Tim Russell, CLU, ChFC, Founder/Wealth Advisor

 

Planning for Healthcare in Retirement

Have You Planned for Your Health Care Costs for Retirement?

There’s a lot you need to know – we make it simpler to understand.

  • How health care costs can impact your retirement income
  • What Medicare covers – and what costs you pay out-of-pocket
  • What planning options you use to prepare for these expenses
  • And more!

Speaker

Douglas A. Ewing, JD, CFP, RICP
Vice President, Nationwide Retirement Institute

 

Place: Online Webinar

Date: Tuesday, May 12th

Time: 1:30-2:30PM PST

Hosted by Tim Russell, CLU, ChFC, Founder/Wealth Advisor

 

Social Security: the Choice of a Lifetime

How you file could increase your annual benefit by as much as 76% depending on what age you file and what income level you have earned.

Filing for Social Security is one of the biggest financial decisions you’ll make. That’s why it’s the choice of a lifetime. At this webinar, you’ll learn many filing rules and strategies so you can make the choice that fits with your overall retirement income plan.

COVERED

  • The three steps in Social Security planning
  • Filing rules for different life situations (surviving spouse, divorce, dependent children, disabled individuals)
  • Will Social Security be there for you?
  • Social Security strategies to maximize benefits
  • How early and delayed filing affects your monthly benefit
  • And more.

 

Speaker Series: Behavioral Finance

By Invitation Only. Valley Oak Wealth Management hosted our second Speaker Series: Behavioral Finance at McInnis Park Golf Center. Tim Russell and Andrew Prupas talked about the behavioral biases that might affect our financial decisions and by uncovering them, we may have a better chance of meeting long-term goals. Let us know if there is someone you think that we should invite next time that can benefit from our educational Speaker Series.

2020 Annual Forecast Meeting

 

By Invitation Only. 

Valley Oak Wealth Management hosted its ever popular and informative Forecast Meeting at McInnes Park Golf Center.  Tim Russell and guest speaker Anmol Sinha discussed the national and global economic climate expected for 2020.  Let us know if there is someone you think we should invite next time!

 

Speaker Series: Women, Wealth & Why Now

You are invited to be our guest at the first of three free speaker lead events hosted by Valley Oak Wealth Management. We hope you will join us for this thought-provoking event focused on your financial well-being, health, passion and wealth.

October 22, 7pm

500 Country Club Drive
Novato, CA 94949

Light refreshments will be served.

2019 Half-Time Report – Marin Country Club

By Invitation Only. Valley Oak Wealth Management hosted this informative and entertaining evening of socializing and dining at the Marin Country Club. Tim Russell and special guest Dr. Claus te Wildt touched on multiple hot topics ranging from whats happening in the market today, trade uncertainties, interest rates, and lagging indicators. Let us know if there is someone you think we should invite next time!

Big Shred Success 2019

The numbers are in! Valley Oak Wealth Management is pleased to report our record-breaking Big Shred 2019 success. We couldn’t have done this without our clients and the Novato community who showed up and gave generously. Thank you!

 

Fundraising Success
$5,400+ was raised for the nonprofit organization Gilead House
 
Shred and Recycle Success
14 tons of paper
483 boxes of material

 

On Saturday, May 11th, 2019, Valley Oak Wealth Management held this annual fundraiser in Novato across from its offices and next to the Novato Recycling Center on Redwood Blvd.

 

Shredding and properly disposing of tax returns, bills, receipts, and any other private documents is an important step in protecting yourself from identity theft. Valley Oak Wealth Management is committed to protecting our clients’ privacy and identities by providing a solution for safely recycling private documents. Our annual Big Shred Event lets clients purge these documents safely and also raises money for an important local nonprofit organization – The Gilead House. This organization inspires hope and empowers homeless single moms and their children toward financial stability and independence. We are proud to serve our community and our gratitude goes to each of you who participated and contributed to this year’s success. Our clients come from Novato, San Rafael, and all over Marin and the San Francisco Bay Area to attend this event. In addition, we open this event to the local community.

 

We are grateful to our very generous Big Shred customers who helped us raise $5,400+ for The Gilead House of Novato. If you have any questions or for more information please call us (415) 898-4439. Check this website often for upcoming events in our community, and mark your calendar for next year’s Big Shred fundraiser!

2019 Annual Forecast Meeting

By Invitation Only.

Valley Oak Wealth Management hosted this informative evening to hear events that took place in the market during the 2nd half of 2018, and ideas on how they could possibly impact 2019.

Tim Russell and Special guest Dr. Robert Eyler, Dean of the School of Extended and International Education at Sonoma State University, spoke about the global, regional and local economic climate. Let us know if there is someone you think we should invite next time!

2019 Annual Forecast Event Stream

2018 Half-Time Report

By Invitation Only.

Valley Oak Wealth Management hosted this informative and entertaining evening of socializing and dining at the Marin Country Club. Tim Russell and special guest Bradford T. Rufan, CFA, Investment Product Specialist, MFS Investment Management provided the latest economic news and analysis. Let us know if there is someone you think we should invite next time!

Big Shred Success 2018!

Did you know that one important step to protecting yourself against identity theft is to shred tax returns, bills, receipts and/or any other private documents? Valley Oak Wealth Management is committed to the safety of their clients by providing a solution, such as The Big Shred Event.

On Saturday, May 12th, Valley Oak  Wealth Management held their annual fundraiser in Novato. We ended up shredding and recycling 5.5 tons of paper. Thanks to our very generous Big Shred customers, we raised about $3,500 for The Gilead House of Novato.

If you have any questions or for more information please call us (415) 898-4439. Make sure to check out our website: valleyoakwm.com for upcoming events in our community, and to mark your calendar for next years Big Shred Fundraiser!

2018 Forecasting Report

By Invitation Only.

Valley Oak Wealth Management hosted this annual event Thursday, January 18th at the Marin Country Club. This year Tim Russell and guest speaker Dr. Robert Eyler spoke about global, regional and local economic conditions. It’s an informative event that our clients look forward to each year.

Big Shred Event

Everyone is Welcome.

Valley Oak Wealth Management hosts its annual community shredding event to benefit The Gilead House, a registered 501(C)(3) www.gileadhouse.org, which helps bring hope to families in need. Optional donations are tax-deductible. We are committed to protecting your privacy and all shredding is done on-site. Bring anything you want to have shredded (limited to 5 boxes) including old tax returns, bills, and any other sensitive documents.

When: May 2018. More details to follow soon.
Where:
 TBD
Time:
 TBD

Half-Time Report

By Invitation Only.

Join us for an informative and entertaining evening to hear analysis of the events that impacted the market for the first half of 2018 and expectations for the second half of the year. Valley Oak Wealth Management hosts this event annually for clients, and it always proves to be an educational and fun-filled event!

When: Thursday, July 12
Where:
 Marin Country Club, 500 Country Club Drive, Novato
Time:
 6:00 PM Check-in, 6:30 PM Forecast 2018 Presentation and Dinner

Women’s Events

Everyone is Welcome.

Valley Oak Wealth Management is committed to educating female investors and offers inspiring women’s events throughout the year for clients, guests and interested community members.

Blue Angels Events

Everyone is Welcome.

Have you ever wondered what it’s like to be in the cockpit of a Blue Angel’s jet? We heard a first-hand account from a former Blue Angel. In preparation for the excitement of fleet week, we brought a motivational talk and video from a Blue Angel.

Technology Events

Everyone is Welcome.

Valley Oak Wealth Management is proud to present various technology speakers to help our clients learn the latest technology tricks and tips.  Cyber security and password protections are very important issues to address and we strive to have the latest information available from our expert colleagues. Working on multiple devices, we help make your life easier by improving your use of these essential tools. The photos above are from our “Apps with Apps” event at McInnis Park Golf Center. Check back for details in the coming months!

Our Clients’ Trust

We recognize the profound responsibility associated with managing your portfolio. Our clients trust us for candid advice that puts their interests first. We sit at the same table and invest in many of the same recommendations we make to our clients.

Many of our client relationships extend through multiple generations.

“Our clients can expect us to be there throughout their life — to celebrate the best times and to walk side by side through the hard times.”

-Tim Russell