Separating Market Volatility from the Healthcare Crisis

The stock markets have been a rough ride this year. Once again, pundits and people on the street have wondered if it is “different” this time. In reality, everyone is right. Each of us experiences a crisis from a uniquely personal perspective. But, in terms of your investments or retirement account, it helps to remember […]

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7 Ways a Financial Planner can Improve your Business

According to American College, 60% of business owners don’t consult a financial advisor. Yet the Small Business Administration documented that only 50% of small businesses are still around after five years. Here are some of the ways a professional financial planner can help you beat the odds. Creating and coordinating business and personal goals Most […]

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Thanks to our Willow Creek Clients

A few weeks ago, during the worst of the Coronavirus stock market downturn, we held an all-hands (Zoom, of course) meeting with the staff at Willow Creek.  We wanted to share experiences amongst ourselves and offer support to each other. Each of the advisors had spent the days prior to the meeting reaching out to […]

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Tips & Tricks for Successful Video Conferencing

In the past months, the entire world has realized very quickly that remote work and video conferencing is not the future, it is now. The tragic and far-reaching impacts of the COVID-19 pandemic have become all too clear at this point, but there will also be lasting (and positive) impacts to the ways in which […]

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The Black Swan turns Green

No one had ever seen a swan that was any color other than white before 1697. However, in that year a Dutch explorer sighted a black swan in Australia. Both random and rare, it only takes a single observation to make it valid. Statistician Nassim Taleb applied the concept to the financial world in his […]

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Portfolio Management During a Crisis

Like most of us, you have probably been more focused on the ramifications of the health aspect of the COVID-19 crisis. But, given the media attention on the economics of the Coronavirus, it is natural to wonder if there is something you or we should be doing regarding your investment portfolio. So we thought it […]

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Willow Creek Commentary: Spring-2020

THE CARES ACT The following is a summary of major provisions of the Coronavirus Aid, Relief, and Economic Security “CARES” Act. The Act is a complex piece of legislation and it covers many areas; our focus will be on how it impacts individuals. We would welcome speaking to you about it and if it might […]

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Coronavirus Aid for Small Businesses

As of this writing, it is evident that banks and the SBA have been overwhelmed by the number of applications and the need for clarity on the CARES act emergency loan programs. While we cannot speak on how difficult the process may be, below is a summary of the programs that have been made available. […]

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Highlights of the CARES Act

On March 27th, 2020 President Trump signed into law the largest economic relief package in American History. While the bill will no doubt receive criticism, it does provide some much-needed assistance to workers, small businesses and hospitals. At an estimated $2.2 trillion, the Act is the equivalent to about 10% of U.S. GDP. Compared to […]

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Perspective – A Look Forward

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 […]

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