DFA’s Douglas W. Diamond Wins 2022 Nobel Prize in Economics

Douglas W. Diamond, a professor of finance at the University of Chicago’s Booth School of Business, is one of three winners of this year’s Nobel Prize in Economics. Considered a founder of modern banking theory, he also serves as an Independent Director for Dimensional Fund Advisors, overseeing mutual funds. “Professor Diamond is the fifth academic […]

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Market Commentary: Fall 2022 – Bad Year for Bonds

Originally published in North Bay Business Journal For investors, it has been a trying year: Both stocks and bonds have been down at the same time, which is not common. It is quite rare for bonds to be down in any material way during periods of stock market decline. To put this into perspective, the […]

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Be Smart about Student Loans with an Eye on Future Wealth

Originally published in North Bay Business Journal Last month President Biden announced a plan for student loan relief, which almost immediately erupted into a firestorm of differing opinions on the merit of this move. Some people applauded this as necessary and compassionate help for the millions of people struggling to make payments on loans which […]

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Outsmart the Certainty of Death and Taxes: Make a Will

Originally published in North Bay Business Journal Typically, I shy away from the “National this-or-that” Days that make the rounds on social media. Still, one of those recently captured my attention: August has apparently been named National Make-a-Will Month and given my work and experience as a Wealth Advisor, this is a cause I can […]

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What’s the Big Deal about Diversification?

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 […]

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Market Commentary: Summer 2022 – Thoughts on Diversification

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 […]

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Video: How to be a Successful Investor with Bruce Dzieza

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 […]

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The Do’s and Don’ts of Handling Market Volatility

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 […]

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