Not all of us can be as generous as billionaire Robert F. Smith, whose commencement speech concluded announcing that his family will pay off the student debt of the entire graduating class at Morehouse College, nearly $40 million. Yet, we can all make a difference in our own community, at whatever level we can afford. […]
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 […]
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 […]
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. […]
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 […]
LOTTERY WINNINGS At the end of the last quarter, it was announced that one lucky ticket holder had won a $768 million Powerball Lottery. In an instant that person’s life changed – if they received the lump sum payout (which is usually the right thing to do in these situations), they would get $477 million […]
California gets an “F when it comes to preparing our children for the real world of money,” says a recent report by the Champlain College Center for Financial Literacy. The center graded every state on their efforts to produce financially literate high school graduates, and California scored close to the bottom. There’s just no effort […]
“Blood bath,” “Sell off,” “Spooked investors,” “Wild session,” “Stocks plunge,” “Crazy market swings.” These are just a few of the sensational phrases the financial media used last year to describe stock market activity. As a certified financial planning practitioner for over 20 years, I would argue that when the media reports hourly (or even daily) […]
Many earners are in the smart retirement savings habit of making pre-tax contributions to company or individual retirement plans, such as a 401(k), 403(b) or SEP IRA. Strong incentives include a tax deduction for the contribution and often some form of employer match or contribution. Accumulated contributions are then invested, usually in stocks and bonds, […]
(Santa Rosa, Calif.) — Santa Rosa Symphony has received generous support from Willow Creek Wealth Management for the Symphony’s “It’s Elementary” program, which provides vital access to free music education to Sonoma County elementary schools, some of which have been federally-designated as underserved. In addition, the Sebastopol-based financial planning and investment firm and long-time supporter […]
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