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file:///U|/ebruck/A - MARKETING/Clients and Friends Letters/Letters ...and Friends of Silver Oak/Letter To Friends of Silver Oak 082009.htm


                                  From:                              Eric Bruck & Joel Framson [ebruck@silveroakwa.com]
                                  Sent:                              Wednesday, August 19, 2009 4:06 PM
                                  To:                                ebruck@verizon.net
                                  Subject:                           Letter To Friends of Silver Oak 082009




                                                                     Unconventional Thinking is Called For
                                                                          In These Uncertain Times


                                                               Financial markets should always be observed in context with the
                                                                           fundamental realities of the economy.
                                                             To Our Friends of Silver Oak,

                                                             Our "motto" at Silver Oak, "Unconventional wisdom for
                                                             uncertain times," has become a mission statement for us during
                                                             the past year. It has evolved as our mandate to invent a better
            Joel Framson & Eric Bruck,                       mousetrap to protect our clients' financial well-being in dealing
            Principals                                       with the fallout from this unprecedented financial crisis.

                  Nowadays,                                  This past tumulteous year has demonstrated that our approach
              you can't afford to                            has been working. A client with 80-90% of his or her portfolio
             look at your wealth                             in our "Lower Risk Bucket" (Fixed Income) has fared better than
              the same old way.                              the Dow Jones Industrial Average and approximated the return
                                                             on the S&P 500 on a year-to-date basis (with less than 80% of
                  We can help...                             the risk).

                                                             The financial well-being and peace of mind of our clients is our
                            ~~~                              core objective. We are proud that this objective is being met,
                                                             and that our "sleep-at-night" factor is always aligned with
                    In The News                              theirs.

               Joel and Eric are                             We want to re-emphasize to our Clients and Friends our belief
                featured in the                              that traditional ways of viewing and understanding the
             September issue of                              financial markets should not be sacrosanct. They should always
               Financial Advisor                             be observed with clear vision and in context with the
                Magazine in an                               fundamental realities of the economy.
                article on using
              bond strategies as                             Yesterday's approaches to traversing rapids do not work where
                     equity                                  earthquakes and floods have radically changed the lay of the
             replacements. Stay

file:///U|/ebruck/A - MARKETING/Clients and Friends...lver Oak/Letter To Friends of Silver Oak 082009.htm (1 of 3) [8/19/2009 4:23:48 PM]
file:///U|/ebruck/A - MARKETING/Clients and Friends Letters/Letters ...and Friends of Silver Oak/Letter To Friends of Silver Oak 082009.htm


                          tuned...                             waterways. As we have experienced over this past year,
                                                               different vehicles derived from outside the box thinking may
                                                               be better suited to ensure a safer journey.
                  Click here to learn
                        more...                                Independent thinking and research, we feel, is the key to
                                                               successfully meet the unprecedented challenges we all face.

                                                               We at Silver Oak appreciate your continued interest in
                                                               our letters and hope that we can continue to provide valuable
                                                               insights to stimulate your thinking.

                                                               With our best personal regards,

                                                               Eric and Joel




                                                                                                                                          Email Marketing by
This message was sent from Eric Bruck & Joel Framson to ebruck@verizon.net. It was sent from: Silver Oak
Wealth Advisors, 12121 Wilshire Blvd., Suite 1300, Los Angeles, CA 90025. You can modify/update your
subscription via the link below.




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Letter To Friends Of Silver Oak 082009

  • 1. file:///U|/ebruck/A - MARKETING/Clients and Friends Letters/Letters ...and Friends of Silver Oak/Letter To Friends of Silver Oak 082009.htm From: Eric Bruck & Joel Framson [ebruck@silveroakwa.com] Sent: Wednesday, August 19, 2009 4:06 PM To: ebruck@verizon.net Subject: Letter To Friends of Silver Oak 082009 Unconventional Thinking is Called For In These Uncertain Times Financial markets should always be observed in context with the fundamental realities of the economy. To Our Friends of Silver Oak, Our "motto" at Silver Oak, "Unconventional wisdom for uncertain times," has become a mission statement for us during the past year. It has evolved as our mandate to invent a better Joel Framson & Eric Bruck, mousetrap to protect our clients' financial well-being in dealing Principals with the fallout from this unprecedented financial crisis. Nowadays, This past tumulteous year has demonstrated that our approach you can't afford to has been working. A client with 80-90% of his or her portfolio look at your wealth in our "Lower Risk Bucket" (Fixed Income) has fared better than the same old way. the Dow Jones Industrial Average and approximated the return on the S&P 500 on a year-to-date basis (with less than 80% of We can help... the risk). The financial well-being and peace of mind of our clients is our ~~~ core objective. We are proud that this objective is being met, and that our "sleep-at-night" factor is always aligned with In The News theirs. Joel and Eric are We want to re-emphasize to our Clients and Friends our belief featured in the that traditional ways of viewing and understanding the September issue of financial markets should not be sacrosanct. They should always Financial Advisor be observed with clear vision and in context with the Magazine in an fundamental realities of the economy. article on using bond strategies as Yesterday's approaches to traversing rapids do not work where equity earthquakes and floods have radically changed the lay of the replacements. Stay file:///U|/ebruck/A - MARKETING/Clients and Friends...lver Oak/Letter To Friends of Silver Oak 082009.htm (1 of 3) [8/19/2009 4:23:48 PM]
  • 2. file:///U|/ebruck/A - MARKETING/Clients and Friends Letters/Letters ...and Friends of Silver Oak/Letter To Friends of Silver Oak 082009.htm tuned... waterways. As we have experienced over this past year, different vehicles derived from outside the box thinking may be better suited to ensure a safer journey. Click here to learn more... Independent thinking and research, we feel, is the key to successfully meet the unprecedented challenges we all face. We at Silver Oak appreciate your continued interest in our letters and hope that we can continue to provide valuable insights to stimulate your thinking. With our best personal regards, Eric and Joel Email Marketing by This message was sent from Eric Bruck & Joel Framson to ebruck@verizon.net. It was sent from: Silver Oak Wealth Advisors, 12121 Wilshire Blvd., Suite 1300, Los Angeles, CA 90025. You can modify/update your subscription via the link below. file:///U|/ebruck/A - MARKETING/Clients and Friends...lver Oak/Letter To Friends of Silver Oak 082009.htm (2 of 3) [8/19/2009 4:23:48 PM]
  • 3. file:///U|/ebruck/A - MARKETING/Clients and Friends Letters/Letters ...and Friends of Silver Oak/Letter To Friends of Silver Oak 082009.htm Manage your subscription file:///U|/ebruck/A - MARKETING/Clients and Friends...lver Oak/Letter To Friends of Silver Oak 082009.htm (3 of 3) [8/19/2009 4:23:48 PM]