Video: How to be a Successful Investor with Bruce Dzieza

I’ve been in the financial advisory world for almost 40 years. I’ve learned a lot about how markets work, but more important, I’ve observed how successful investors react to market volatility. I’ve experienced many bear markets, where stocks have dropped over 20%. Bottom line – the most successful investors call us to discuss increasing their […]

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A Message from Willow Creek Founder Celebrating Juneteenth

Originally published June 19, 2020 To remain silent and indifferent is the greatest sin of all. –Elie Wiesel Two years after the end of WWII, my father, a recent Polish immigrant and Holocaust survivor, took a bus trip from New York City to Washington, D.C. to visit his aunt, one of his few remaining family […]

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7 Ways a Financial Planner Can Improve Your Business

According to American College of Financial Services, 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 […]

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Thoughts from our CEO, Bruce Dzieza

In this current age of unprecedented international chaos and uncertainty, I’ve observed that many of my clients, friends, and family members—and myself—are concerned about the varied, wide-ranging ways that COVID-19 will affect their lives. From cancelled events to school closures to remote working protocols, it seems like, suddenly, nothing around us is familiar or predictable. […]

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Business Succession Planning: How to Pass the Torch

Don’t die before you pass your business’ torch. Here is how to plan the handoff. As baby boomers enter retirement years in droves, the question of who will succeed them in their businesses is an ongoing issue. While some can’t wait to leave their careers to start doing all those things they have been postponing […]

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6 Ways to Ring in the New Year With a Lower April Tax Bill

As year-end draws near, the last thing anyone wants to think about is taxes. But if you are looking for ways to minimize your tax bill, there’s no better time for tax planning than now. That’s because there are a number of tax-smart strategies you can implement now that will reduce your tax bill come […]

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Coping With a Down Market without Losing Equilibrium

The current stock and bond market volatility can drive a sane person crazy. If you find yourself checking your investments more frequently than you check your email, you may just be taking too much equity risk in your portfolio. After almost seven years of impressive stock and bond market returns, the late summer’s sudden market […]

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Investors, Check Your Frame of Reference to Avoid this Risk

Real Risk to your Portfolio isn’t the Ups and Downs When it comes to investing in the stock market, the risk that everybody talks about is the ups and particularly the downs, the bearish periods when the market falls dramatically and keeps falling for months or even years. (Think 2000–2002 or 2008–2009.) The real damage […]

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How Much and to Whom in this Season of Giving?

There are ways to bring discipline and more impact to the gifts you give American charitable giving is the largest in the world, exceeding $300 billion per year given to over 1 million charities. Like you, my mailbox overflows this time of year with solicitations from many organizations supporting worthy causes — locally, nationally, and […]

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Strategic Rebalancing Key in Portfolio Management

Originally Published in the North Bay Business Journal  The science of investing continues to create practical solutions that simultaneously enhance returns and reduce risk. How to Buy Low and Sell High? Rebalancing Rebalancing translates into bringing your portfolio back into alignment with your investment goals. Keeping your risk/return ratios on track is a crucial part […]

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