Originally published in North Bay Business Journal Diversification. Financial Advisors use this word a lot when describing how the best portfolios are constructed, and it’s one of the keys to a successful investment strategy. The big idea here is that a properly diversified portfolio will mitigate losses because investments react to the same event in […]
Diversification. We use this word a lot when we describe how the best portfolios are constructed, and it’s one of the keys to a successful investment strategy. The main idea is that a properly diversified portfolio will mitigate losses because different investments react to the same event in different ways. Our portfolios are comprised of […]
Read More… from Market Commentary: Summer 2022 – Thoughts on Diversification
I’ve been in the financial advisory world for almost 40 years. I’ve learned a lot about how markets work, but more important, I’ve observed how successful investors react to market volatility. I’ve experienced many bear markets, where stocks have dropped over 20%. Bottom line – the most successful investors call us to discuss increasing their […]
Read More… from Video: How to be a Successful Investor with Bruce Dzieza
Originally published in North Bay Business Journal My Willow Creek colleagues and I recently received some client feedback that every Wealth Advisor dreams of hearing: our client shared that rather than panic during this period of market volatility, she leaned into what she had learned from her advisor over the years, which is to imagine […]
Read More… from The Do’s and Don’ts of Handling Market Volatility
Originally published in North Bay Business Journal In early April, I was at a dinner party with friends and acquaintances. One of them was a guy I had not seen in over a year, and I asked him what he was up to. He dove into a long explanation of how he quit his job […]
Read More… from Investor or Speculator? NFTs, FOMO, and One Bored Ape
As of market close on Friday, May 20, the benchmark S&P 500 index was down 18% from its highs on January 3, 2022, which is very close to “bear market” territory, meaning a 20% drop (which we actually touched briefly during the day’s volatile trading). The recent losses week after week and the drum beat […]
Originally published in North Bay Business Journal When working with a specialist — a doctor, lawyer, auto mechanic or anyone else — asking the right questions is critical in getting your needs met and the best service possible. However, we often don’t know what we don’t know, thus formulating smart questions can be difficult. Here […]
Read More… from Seven Critical Questions to Ask a Financial Advisor
It’s clear that we’re experiencing a period of market volatility. Hang in there, and take comfort in the knowledge that we are doing what we do best behind the scenes to protect what you’ve worked so hard to build. Below is a video explaining how rebalancing, tax-loss harvesting, and other strategies we implement in your portfolio during volatile times can create long-term rewards as markets […]
Read More… from When the Market Drops, What’s Our Plan? Hang in There.
Our own Chief Investment Officer Mark Keating, CFP® AEP® was included in yesterday’s Wall Street Journal article “How to Invest When Both the Stock Market and Bonds Are Falling”. Describing how tax loss harvesting works, the reporters wrote: Mark Keating, a financial planner in Sebastopol, Calif., says he recently sold a client’s shares of the […]
Read More… from WSJ: How to Invest when Stocks and Bonds are Falling
Originally published in North Bay Business Journal The onset of inflation has been one of the dominant stories in the press and financial markets over the past few months. You can see it everywhere, from the increase in the price of gas at the pump to the cost of food at the grocery store. After […]
Read More… from Market Commentary: Spring 2022 – Cash, Stocks, and Bonds
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