Market Commentary: Fall 2021 – Homeowner’s Insurance

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 […]

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Willow Creek Coastwalk Beach Clean Up

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 […]

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Willow Creek named to CNBC’s FA 100 2021 List

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 […]

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Road Ahead for Your Money: Lessons from a Challenging Year

Originally published in North Bay Business Journal Willow Creek Wealth Advisor Jake Weber answered questions posed by North Bay Business Journal about where we are after a challenging year, and where we are headed. In the pandemic, more people saved. Did they sock money away in safer, but lower return vehicles like saving or money […]

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Still Buying Diapers? Don’t Forget About College

As college tuition soars, saving early for education is one of the best decisions parents and grandparents can make. If your children or grandchildren plan to attend college, a 529 savings plan is a great way to save. The earlier you begin, the longer you can save, and the more your money can benefit from […]

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Financial To-Do List, Part 2: July through December

    Originally published in North Bay Business Journal Happy second half of 2021! It is time to revisit your financial to-do list with monthly goals to take you through the end of the year. Just like our guide for January through June, I suggest adding a few simple objectives to your calendar each month to make sure you stay on the path to […]

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Inflation 101: Explanation vs. Prediction 

It is crucial for investors to take a step back and look at the big picture before acting on breaking news. But what if inflation does get out of hand, and stays that way for a while?   The Federal Reserve has been suggesting rising rates should wane. We hope they’re right. But we also know the future […]

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Inflation 101: Putting it in Proper Context

Has the specter of inflation got you spooked? If you pay attention to many recent headlines, we should all be running for the hills. Let’s take a closer look at what to make of all the commentary, and what you can do about it as an investor. As always, we caution against succumbing to fear or panic in the face […]

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