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 reaching your […]

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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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Fire Loss Victims: Have You Been Paid What You are Owed?

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 […]

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Message from Willow Creek Chairman of the Board Bruce Dzieza

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 […]

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Video: Sustainable Living Webinar with Vert Asset Management

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 […]

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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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What’s a REIT? Owning Real Estate Without the Hassle

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 […]

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