Category: Articles

Willow Creek Wealth Management, based in Sebastopol, CA, announced today that as of January 1, 2024, Director of Operations, Beverly Hanson, and Client Service Associate, Nancy Spallino, are now partners and shareholders at the firm.

Over the past 18 months or so, we have seen an extraordinary increase in interest rate earnings from all types of fixed income products. 

For most of us, our lives generally follow a predictable path. If we are lucky, we enjoy good health as we age, and those years can be truly wonderful. However, there may come a time when illness or injury disrupts this trajectory. While some may experience only a brief setback, others may endure the lingering effects for years. 

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.