Articles | Willow Creek Wealth Management

Market Commentary: Summer 2022 – Thoughts on Diversification

July 21, 2022 Willow Creek Wealth Management

Diversification. We use this word a lot when we describe how the best portfolios are constructed, and it’s one of the keys to a successful investment strategy. The main idea is that a properly diversified portfolio will mitigate losses because different investments react to the same event in different ways. Our portfolios are comprised of […]

The Do’s and Don’ts of Handling Market Volatility

July 5, 2022 Mark Keating

Originally published in North Bay Business Journal My Willow Creek colleagues and I recently received some client feedback that every Wealth Advisor dreams of hearing: our client shared that rather than panic during this period of market volatility, she leaned into what she had learned from her advisor over the years, which is to imagine […]

Investor or Speculator? NFTs, FOMO, and One Bored Ape

June 10, 2022 David Lawrence

Originally published in North Bay Business Journal In early April, I was at a dinner party with friends and acquaintances. One of them was a guy I had not seen in over a year, and I asked him what he was up to. He dove into a long explanation of how he quit his job […]

Market Volatility: Six Reasons to Stay Calm

May 23, 2022 Willow Creek Wealth Management

As of market close on Friday, May 20, the benchmark S&P 500 index was down 18% from its highs on January 3, 2022, which is very close to “bear market” territory, meaning a 20% drop (which we actually touched briefly during the day’s volatile trading). The recent losses week after week and the drum beat […]

Seven Critical Questions to Ask a Financial Advisor

May 18, 2022 Jason Gittins

Originally published in North Bay Business Journal When working with a specialist — a doctor, lawyer, auto mechanic or anyone else — asking the right questions is critical in getting your needs met and the best service possible. However, we often don’t know what we don’t know, thus formulating smart questions can be difficult. Here […]

When the Market Drops, What’s Our Plan? Hang in There.

May 9, 2022 Willow Creek Wealth Management

It’s clear that we’re experiencing a period of market volatility. Hang in there, and take comfort in the knowledge that we are doing what we do best behind the scenes to protect what you’ve worked so hard to build. Below is a video explaining how rebalancing, tax-loss harvesting, and other strategies we implement in your portfolio during volatile times can create long-term rewards as markets […]

Market Commentary: Spring 2022 – Cash, Stocks, and Bonds

April 18, 2022 David Lawrence

Originally published in North Bay Business Journal The onset of inflation has been one of the dominant stories in the press and financial markets over the past few months. You can see it everywhere, from the increase in the price of gas at the pump to the cost of food at the grocery store. After […]

Healthy Boundaries are Crucial, Especially with Finances

March 30, 2022 Rawson Gulick

Originally Published in North Bay Business Journal April is Financial Literacy Month, and as a Certified Financial Planner®, I can tell you stories upon stories of how beneficial it is for parents to start early in teaching their children about money. I can also share myriad stories about how a lack of financial knowledge has […]

Cryptocurrency: Four Ideas to Consider Before Buying

March 3, 2022 Jake Weber

Originally published in North Bay Business Journal As wealth advisors, a frequent question my colleagues and I are receiving these days is this: should I buy Bitcoin? The cryptocurrency marketing machine is currently hard at work, and if you watched even part of Super Bowl LVI, you were sure to have seen a crypto commercial. […]

The Ukrainian Crisis and Market Volatility

February 24, 2022 Willow Creek Wealth Management

As the world watches the horrific events unfolding in Ukraine over the past 24 hours, our thoughts are with those being tragically impacted. The feeling of having no control over the lives of those in Ukraine, and everyone involved, can be overwhelming. And though we don’t want to minimize these feelings, our job is […]

Category: Articles