Investment Mistakes to Avoid During the Upcoming Election

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 […]

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Willow Creek Commentary – Fall 2020

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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A Guide to Charitable Giving During a Pandemic

In the span of weeks, the COVID-19 pandemic and an earlier than expected start to California’s fire season have impacted every aspect of our communities, including the nonprofit sector. Whether it is health-related, a safety net organization serving the vulnerable, or focused on the arts and education, many nonprofits are struggling. For the seasoned philanthropist […]

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Let’s Keep the Music Going!

Supporting music and music education in Sonoma County have long been priorities for all of us at Willow Creek, and now more than ever, music and art are crucial to our emotional well-being. We are so proud to support Santa Rosa Symphony’s It’s Elementary program, which provides music education for thousands of Sonoma County students […]

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When unexpected things happen to your business: Continuity planning for the coronavirus era

A crisis doesn’t always have negative connotations. It comes from the Greek word krisis, which means “decisive moment.” We are all painfully aware of the dark sides of the COVID-19 pandemic, but there have been positives for many of us too. The disruptive nature of the experience has caused us to reflect and reevaluate what […]

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Willow Creek Commentary – Summer 2020

VOLATILE STOCKS AND THEIR RECOVERY The past two quarters have been among the most volatile on record for stocks. The benchmark S&P 500 declined by 19.6% in the first quarter, and then, in a surprising turnaround, went up by 20.5% in the second quarter. We often suggest to clients that during times of market stress […]

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Willow Creek Welcomes Marketing Coordinator to the Operations Team

Willow Creek Wealth Management welcomes Elizabeth Taylor to the firm, in the role of Marketing Coordinator. She has worked as a communications professional for more than 15 years, and she will focus on streamlining and strengthening the firm’s marketing efforts. She has a bachelor’s degree in political science from the University of California, Davis, and […]

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New Rules: How the SECURE and CARES Acts Change Your Retirement

The devastation caused by COVID-19 has overshadowed two important pieces of legislation that can affect your retirement. Here is a “cheat sheet” so that you can understand the key points that may relate to your situation. As is often the case with congressional law, the details can be complicated, so you should consult a professional […]

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Be mindful of biases during market volatility to protect your investment portfolio and retirement

Research scientists sometimes refer to the brain’s thought process as having two “systems,” as famously theorized in Nobel laureate Daniel Kahneman’s book “Thinking, Fast and Slow.” Both modes of thinking are essential and important in their own right, but they operate quite differently. System 1 is fast, instinctual, and emotional, helping us to make everyday […]

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