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 reaching your […]
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 […]
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 […]
Originally published in North Bay Business Journal Like so many of us in the North Bay and across California, I lost my home to wildfire. We are incredibly grateful that we lost only material things, and we were able to escape unharmed But the experience of losing our home to fire, and the resulting journey […]
Dear Willow Creek Clients, Colleagues, and Friends, When we shared with you all in January that my role at Willow Creek would be changing, many people assumed that I was, in essence, announcing my retirement. Many of you have wondered what on earth I’m doing with my time and are surprised to find me in […]
Willow Creek President and CEO Tim Admire discusses his new role, how he’s preparing the firm for the next 40 years, and how we are approaching the post-COVID era with Chairman of the Board Bruce Dzieza. Read the Chairman’s Message to find out what Bruce is up to these days. […]
We would like to thank everyone who joined us for our Sustainable Living Webinar! If you weren’t able to attend (or just want another chance to digest all the information presented) here is the webinar recording. If you have any ideas you would like to share for future Sustainable Living Webinar topics, please let us […]
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 […]
We are so excited to host Sam and Sarah Adams from Vert Asset Management as our guests for next week’s Sustainable Living Webinar! Vert Asset Management is a global sustainable real estate fund, and Sam and Sarah are passionate about environmental sustainability and the possibilities and promise of sustainable investing. Before we tackle the issue […]
Whether or not you suffered losses in the wildfires of the last few years, all of us have been deeply impacted by this tragedy. From housing evacuees, to donating time, money and goods — to raking through the ashes of one’s former home in search of anything to salvage — each of us has experienced […]
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