Willow Creek Commentary: Fall-2019

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, […]

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Tips for preparing for a successful retirement

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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Is Your Homeowner’s Policy Adequate Today?

What is the biggest financial risk you face? People often think of their investment portfolio or 401(k), but your biggest asset may be the equity you have in your home. The catastrophic fires and devastating losses the past few years have refocused homeowners on insurance. Through my personal experience of losing my home in the […]

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Willow Creek Commentary: Summer-2019

WILLOW CREEK AND THE VALUE PREMIUM Willow Creek Wealth Management adheres to a disciplined, evidence-based approach to our investing. One of the core elements to this approach is the conviction that value stocks (think companies that are currently out of style with the market) will generate higher returns than growth stocks (companies that are seen […]

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Here are the realities of sustainable investing as a wealth strategy

The rising interest in sustainability-driven investing is a recent phenomenon. After all, who wouldn’t want to invest, earn potentially great returns over the long-run, and promote a worthy cause? But is it too good to be true? Understandably, many investors have doubts and questions. For those who feel passionately about promoting green initiatives and environmentally […]

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Congratulations Jake and Heather!

Jake Weber, Associate Advisor at Willow Creek Wealth Management, Sebastopol, recently received his Certified Financial Planner (CFP®) designation and Heather Belli, CFP® was recently awarded her Chartered Advisor in Philanthropy (CAP®) certification. […]

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Your Best Money Moves for 2019

What can you do in 2019 to get ahead financially? These five smart money moves will put you on the fast track to strengthen your financial profile. Try any of these best practices or take on the entire list. Either way, you’ll be that much ahead when 2020 rolls around. Review those plans! A fresh […]

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