As we step across the threshold into a new calendar year, I see this time as an excellent opportunity to reflect upon the past 12 months here at Willow Creek and look ahead to what we can achieve going forward into 2023 and beyond.
Sometimes it can be difficult to remain a disciplined investor. Over periods of time, a diversified buy-hold-rebalance strategy can seem like it is not performing as well as it should, especially when we see some other “hot investment” making headlines. It can lead us to wonder if we may be missing out on some new and lucrative investment trend.
Giving from the heart and to causes you feel personally called to support is a worthy endeavor. Here are a few helpful tips to make your charitable giving more impactful.
With mortgage rates hovering around 20-year highs and the housing market softening, what is the most prudent way to think about buying or selling a home?
A well-constructed portfolio is comprised of many distinct parts – or in financial speak, they are allocated to specific asset classes. Each asset class has its own focus but adds benefits in a composite way over the long term.
