Thank you to everyone who joined us for the third webinar of our Sustainable Living series! We hope you enjoyed our discussion with Cathryn Couch, Founder and CEO of Ceres Community Project, Wealth Advisors Rawson Gulick, CFP® CAIA, and Jake Weber, CFP®, and President and CEO Timothy Admire. If you have further questions about how […]
Willow Creek Founder and Chairman of the Board Bruce Dzieza has more than three decades of experience working with clients to help them reach their financial goals. Here are his top 12 landmines to avoid in your financial planning process: Listening to and acting on cocktail party chatter Putting too much faith in financial news […]
Originally published in North Bay Business Journal A recent study by Indiana University in collaboration with Bank of America presented an optimistic finding that 90% of affluent households gave to charities in 2020, a number similar to previous years. Furthermore, these affluent donors (defined as households with a net worth of $1 million or more […]
How can our food system promote health and build community? And how does your charitable giving plan reflect your values? Join us for a conversation with Rawson Gulick, CFP® CAIA, Willow Creek Wealth Advisor, and Cathryn Couch, Founder and CEO of Ceres Community Project, as they examine the importance of a truly sustainable food system […]
Homeowner’s insurance is one of those topics that garner little interest from most people. Copies of declaration pages and notices from insurance companies often sit unread or barely glanced at until times of need. The details are dry, and the numbers and terms used are a challenge to understand. For most, it is more a […]
We spent a gorgeous morning at Portuguese Beach last weekend! Although we didn’t find much trash during our Coastwalk California Beach Clean Up outing (about 32 pounds total, mainly due to a heavy piece of metal we found buried in the sand), it was a wonderful way for us to bond over coffee, doughnuts, and […]
We are thrilled to announce that Willow Creek Wealth Management has been named to CNBC’s third annual FA 100 list! The FA 100 celebrates top Registered Investment Advisors that offer the most comprehensive financial planning services, and we are proud to be ranked among these standout firms. “After close to 40 years in business, we continue to focus our attention on the client experience,” said Timothy Admire, President […]
Originally published in North Bay Business Journal Earlier this month, our Willow Creek team was thrilled to have been voted one of North Bay Business Journal’s Best Places to Work in 2021. As a newer member of the team, I have been so grateful to work with such seasoned advisors, especially following a decision I […]
What does it really mean to “buy low and sell high?” Here is Wealth Advisor Jake Weber with an explanation. […]
Thank you to everyone who attended! We hope you enjoyed the insightful, optimistic conversation, with fantastic questions from the audience. If you weren’t able to join us for our discussion on inflation or would like another chance to listen, here is the recording of the September 1, 2021 webinar. Thank you, as well, to Apollo […]
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