On Wealth Management
Your Money - It's Personal
~Quick Takes On Making The Most of What We
Silver Oak Wealth Advisors manages client assets, along with the financial
decision-making concerning all of the client's financial resources and obligations
toward realizing their vision for the future.
When Motives Turn to Charity, Focus on Your
Joel Framson & Eric Bruck,
Desire to Give, Not the Institution’s Need to
"Our primary purpose
for Wealth Planning Renowned psychologist, Abraham Maslow, focused on
and Management healthy psyches rather than troubled ones in his work. In
is to enable our Client his groundbreaking “Hierarchy of Needs” theory,
to create and sustain Maslow posited that once a person’s basic survival needs
a better life." are met, instinctual striving gives way to voluntary choices
of how and where to commit one’s life, and one's excess
Silver Oak Wealth Advisors,
Personal growth becomes priority at this point in a
Click here to learn person's life; without it one could fall victim to
more about Silver hopelessness and depression.
In the United States, charitable giving provides an outlet
for people seeking satisfaction in knowing that their lives
can make a difference. Yet, institutional solicitation for an
endless number of charities (you get those calls at night!)
can result in a feeling of disconnectedness by the donors
themselves and recipients of their generosity.
Case in point: going back a few years, the 3900 victims of
the World Trade Center terrorist attacks caused millions of
Americans to dig deep in order to make a difference for
the survivors and victims' families. We felt they could
have just as easily been us.
By contrast, programs that feed and house the more than
30,000 homeless in New York City have never attracted so
many eager donors.
In short, it makes a difference when we resonate with the
place where our heartfelt need to make a difference can
most effectively be served...where our contribution of
money (or time and effort) can impact our own unique
sense of value and place in this world.
Choosing for what or for whom our contribution will be
directed transforms giving into participation. It may not
lead to a plaque on a hospital wing, but it could contribute
significantly to one’s feeling of life fulfillment.
Best personal regards,
Eric & Joel