Is Now a Good Time to Invest in the Markets?

Originally published in North Bay Business Journal There’s no denying that a lot is happening in the world right now. The news is filled with headlines about the debt ceiling debate, the war in Ukraine, inflation, and the state of the economy, which may lead many to doubt or feel worried about their investments. They […]

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Career Opportunity – Client Service Support Associate

Do you consider yourself equal parts data junkie and people-person? Are others drawn to your energy and wonder at your ability to move complex projects forward? If you love dynamic, collaborative environments, thrive on using data to support a client-centric and focused team, and have a track record of learning quickly and problem-solving efficiently, we […]

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State of the Firm 2023

As we step across the threshold into a new calendar year, I see this time as an excellent opportunity to reflect upon the past 12 months here at Willow Creek and look ahead to what we can achieve going forward into 2023 and beyond. Though 2022 continued to throw challenges at each of us, we […]

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Market Commentary: Winter 2022 – Fear of Missing Out

Sometimes it can be difficult to remain a disciplined investor. Over periods of time, a diversified buy-hold-rebalance strategy can seem like it is not performing as well as it should, especially when we see some other “hot investment” making headlines. It can lead us to wonder if we may be missing out on some new […]

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Willow Creek Client Portal: Detailed Overview

New and Improved! As part of the Willow Creek experience and our ongoing commitment to offer our clients leading-edge technology solutions, we are thrilled to announce that we’ve upgraded our Willow Creek Client Portal! Through the new interface, you will continue to have on-demand access to your investment portfolio as well as quickly and easily […]

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Make Your Charitable Giving More Impactful This Season

  It’s the Holiday Season—the Season of Giving—but often the logistics behind our philanthropic intent can be complicated and time-consuming. And with so many worthy recipients, even deciding where to give our resources can be a daunting task. But we don’t let that stop us. Americans’ charitable giving is the largest in the world; exceeding […]

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Should I Stay or Should I Go? Six Tips for Real Estate Moves

Originally published in North Bay Business Journal Interest rates continue to be on everyone’s minds these days, and with good reason: The Fed has raised rates a total of six times this year in an effort to combat inflation. With mortgage rates hovering around 20-year highs and the housing market softening, what is the most […]

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DFA’s Douglas W. Diamond Wins 2022 Nobel Prize in Economics

Douglas W. Diamond, a professor of finance at the University of Chicago’s Booth School of Business, is one of three winners of this year’s Nobel Prize in Economics. Considered a founder of modern banking theory, he also serves as an Independent Director for Dimensional Fund Advisors, overseeing mutual funds. “Professor Diamond is the fifth academic […]

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Market Commentary: Fall 2022 – Bad Year for Bonds

Originally published in North Bay Business Journal For investors, it has been a trying year: Both stocks and bonds have been down at the same time, which is not common. It is quite rare for bonds to be down in any material way during periods of stock market decline. To put this into perspective, the […]

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Be Smart about Student Loans with an Eye on Future Wealth

Originally published in North Bay Business Journal Last month President Biden announced a plan for student loan relief, which almost immediately erupted into a firestorm of differing opinions on the merit of this move. Some people applauded this as necessary and compassionate help for the millions of people struggling to make payments on loans which […]

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