Fight Climate Change at Home, at Work, and With Your Money

We invite you to join us for the first in our new series on climate and sustainability issues.   Our inaugural guest will be Climate Center CEO Ellie Cohen. She will be joined in conversation by Willow Creek Advisor Rawson Gulick. Together, they will explore the science behind greenhouse gas emissions and the changes, both […]

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Congratulations to Beverly Hanson, Willow Creek’s New Director of Operations

We are proud to announce that Beverly Hanson has been promoted to Director of Operations of Willow Creek Wealth Management. She now leads our Operations Team, encompassing portfolio management and client servicing, following Tim Admire’s transition to his new role as President & CEO. Beverly’s role at Willow Creek is to optimize the firm’s seamless […]

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Are You Your Own Worst Enemy? 

“The investor’s chief problem – and even his worst enemy – is likely to be himself.”  — Benjamin Graham (1894–1976)  Legendary economist and investor Benjamin Graham made his timeless observation decades ago, and yet still today it reflects our enduring belief: Your own behavioral biases are often the greatest threat to your financial well-being. As investors, we leap before we look. […]

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Getting to ‘Emotional Neutrality’ on Investing

One of the first topics a good financial advisor always discusses with new clients is their financial and emotional tolerance for risk. Just as we need to know their financial capacity to take risks with their money, it is as important that we understand our clients’ emotional comfort level with investing. Do they recognize what role emotions play in their financial life? Are their decisions swayed by fear, greed, confidence, or regret?   […]

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ABCs of Behavioral Biases

An alphabetic tour of common behavioral biases that distract otherwise rational investors from making best choices about their wealth. Anchoring Bias What is it? Anchoring bias occurs when you fix on or “anchor” your decisions to a reference point, whether or not it’s a valid one. When is it helpful? An anchor point can be […]

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Willow Creek Commentary – Winter 2021

2020: The Year of the Unexpected At the beginning of 2020, the outlook for the economy and the stock markets seemed promising. The US stock market was amid its longest bull run ever (almost 11 years), the economy was growing, and unemployment was low. Interest rates were on the rise – the benchmark 10-year US […]

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10 Financial Resolutions for 2021

January is always a month filled with hopeful new beginnings, and following the challenges of 2020, so many of us are searching for ways to start fresh this New Year. When it comes to your financial health, one of the best resolutions you can make is this: don’t make the same mistakes twice. Despite this age-old maxim, Wealth Advisors see many of the […]

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Retirement Planning Pitfalls

It is one of the most common questions wealth advisors get from clients – when can I afford to retire? But planning for retirement can be a bit more complicated than just a savings and spending plan. Here are five pitfalls to avoid as you approach retirement. Pitfall #1: Thinking you can work forever (to […]

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