You may be feeling quite disoriented, fearful and anxious as our “normal” has been shaken. We care deeply about our clients and their families, our communities and, of course, our employees. To those of you who are afraid and worried, our hearts are with you. To those on the front lines, helping our world continue […]
In this current age of unprecedented international chaos and uncertainty, I’ve observed that many of my clients, friends, and family members—and myself—are concerned about the varied, wide-ranging ways that COVID-19 will affect their lives. From cancelled events to school closures to remote working protocols, it seems like, suddenly, nothing around us is familiar or predictable. […]
In many ways, I have been blessed with parents who have aged well. They both celebrated their 90th birthdays this fall and until recently have been living active and independent lives. But the time of real cognitive and physical decline is finally breaking upon them. My father was recently in a bad accident and spent […]
There has been a lot in the news recently about major investment brokerage firms eliminating trading fees. In the past, buying and selling stocks could be expensive – as much as $50 in commission fees to trade. Now, most of the major brokerage firms are advertising commission-free online trading for U.S stocks, exchange-traded funds (ETFs), […]
WHAT A DIFFERENCE A DECADE MAKES At the end of 2019, the S&P 500 Index (which is comprised of a mix of 500 US large company stocks) was ascendant, with an average annualized return of +11.2% over the past ten years, and it finished 2019 with a one-year return of +31.5%. It was the best […]
Media outlets are full of daily investing “advice” in the indistinguishable form of facts, opinions and even advertisement of financial products. Unfortunately, this “advice” often seems so convincing that investors feel the urge to take impulsive action. Often, these actions lead to costly investment mistakes. Here are a few tips to help keep your investment […]
Rawson Gulick, Wealth Advisor at Willow Creek Wealth Management, recently received her Certified Financial Planner (CFP®) designation. Rawson has over 20 years of experience in the financial services industry and she brings a wide range of expertise to the team at Willow Creek. To learn more about Rawson, visit her bio page: https://willowcreekwealth.com/team/rawson-gulick/ […]
Many of us see reaching our 60s as a long-awaited milestone. But even if a retirement date is on the back burner, this is a critical time for two important financial considerations — when to take Social Security benefits and a timely sign-up for Medicare. Social Security While there is no hard and fast rule […]
A Tale of Two Decades: Lessons for Long Term Investors The first decade of the 21st century, and the second one that’s drawing to a close, have reinforced for investors some timeless market lessons: returns can vary sharply from one period to another; holding a broadly diversified portfolio can help smooth out the swings; and, […]
If you are within 20 years of retiring, now is the time to start planning so that you can make more informed decisions about your future and be financially and emotionally prepared for one of life’s biggest transitions. Though individual situations vary, these basic recommendations should be considered by anyone preparing for retirement. The sooner […]
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