2020: The Year of the Unexpected At the beginning of 2020, the outlook for the economy and the stock markets seemed promising. The US stock market was amid its longest bull run ever (almost 11 years), the economy was growing, and unemployment was low. Interest rates were on the rise – the benchmark 10-year US […]
Get to know Tim Admire, Willow Creek’s new President and CEO, as he shares some insight on the state of Willow Creek as we begin 2021. […]
January is always a month filled with hopeful new beginnings, and following the challenges of 2020, so many of us are searching for ways to start fresh this New Year. When it comes to your financial health, one of the best resolutions you can make is this: don’t make the same mistakes twice. Despite this age-old maxim, Wealth Advisors see many of the […]
It is one of the most common questions wealth advisors get from clients – when can I afford to retire? But planning for retirement can be a bit more complicated than just a savings and spending plan. Here are five pitfalls to avoid as you approach retirement. Pitfall #1: Thinking you can work forever (to […]
2020 has been a challenging year, but it has also provided some unique tax and retirement planning opportunities. Depending on your financial situation, one possibility might be to convert some or all of your Traditional IRA to its cousin – the Roth IRA. The differences between a Traditional IRA and a Roth IRA The IRA […]
Are you a thriving wealth advisor who has dared to wonder, “What if?” What if you could find a firm who valued your personality and principles as much as your client AUM? What if that firm were as conscientious as you are about ensuring your clients’ highest financial interests are the foundation instead of the […]
Portfolio Manager Position Summary This role is responsible for the management of client assets and portfolios as overseen by the Investment Committee and Chief Investment Officer and as dictated by the Investment Policy Statements of our clients. This role is also the primary interface between Wealth Advisors and trading/operations and is tasked with facilitating and […]
You are not alone if you believe the outcome of the upcoming presidential election will impact the markets. According to a recent survey from asset manager Hartford Funds, 93% of investors polled believe the presidential race will affect the stock market. Around election time, a quick scan of social media or a friendly conversation with […]
Willow Creek Wealth Management has been a strong supporter of The Climate Center, and we are so proud to share Investing It!, the latest video in their Business Network series. Learn all about how Sustainable Investing at Willow Creek is helping combat the effects of climate change and hear from our expert Wealth Advisors Rawson […]
A LOOK UNDER THE HOOD OF THE US MARKET – AND ITS AMAZING RECOVERY If you were to look at the stock market, one would have a sense the American Economy is having a great year: The S&P 500 index, the most widely followed measure of how large companies are performing in the United States, […]
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