Let’s Keep the Music Going!

Supporting music and music education in Sonoma County have long been priorities for all of us at Willow Creek, and now more than ever, music and art are crucial to our emotional well-being. We are so proud to support Santa Rosa Symphony’s It’s Elementary program, which provides music education for thousands of Sonoma County students […]

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Continuity Planning for the Coronavirus Era

A crisis doesn’t always have negative connotations. It comes from the Greek word krisis, which means “decisive moment.” We are all painfully aware of the dark sides of the COVID-19 pandemic, but there have been positives for many of us too. The disruptive nature of the experience has caused us to reflect and reevaluate what […]

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Commentary – Summer 2020

VOLATILE STOCKS AND THEIR RECOVERY The past two quarters have been among the most volatile on record for stocks. The benchmark S&P 500 declined by 19.6% in the first quarter, and then, in a surprising turnaround, went up by 20.5% in the second quarter. We often suggest to clients that during times of market stress […]

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Willow Creek Welcomes New Team Member

Willow Creek Wealth Management welcomes Elizabeth Taylor to the firm, in the role of Marketing Coordinator. She has worked as a communications professional for more than 15 years, and she will focus on streamlining and strengthening the firm’s marketing efforts. She has a bachelor’s degree in political science from the University of California, Davis, and […]

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New Rules: How SECURE and CARES Acts Change Your Retirement

The devastation caused by COVID-19 has overshadowed two important pieces of legislation that can affect your retirement. Here is a “cheat sheet” so that you can understand the key points that may relate to your situation. As is often the case with congressional law, the details can be complicated, so you should consult a professional […]

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A Message from Willow Creek Founder Celebrating Juneteenth

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 members. As he climbed onto […]

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Biases During Market Volatility

Research scientists sometimes refer to the brain’s thought process as having two “systems,” as famously theorized in Nobel laureate Daniel Kahneman’s book “Thinking, Fast and Slow.” Both modes of thinking are essential and important in their own right, but they operate quite differently. System 1 is fast, instinctual, and emotional, helping us to make everyday […]

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Separating Market Volatility from the Healthcare Crisis

The stock markets have been a rough ride this year. Once again, pundits and people on the street have wondered if it is “different” this time. In reality, everyone is right. Each of us experiences a crisis from a uniquely personal perspective. But, in terms of your investments or retirement account, it helps to remember […]

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7 Ways a Financial Planner Can Improve Your Business

According to American College of Financial Services, 60% of business owners don’t consult a financial advisor. Yet the Small Business Administration documented that only 50% of small businesses are still around after five years. Here are some of the ways a professional financial planner can help you beat the odds. Creating and Coordinating Business and […]

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Thanks to Our Clients

A few weeks ago, during the worst of the Coronavirus stock market downturn, we held an all-hands (Zoom, of course) meeting with the staff at Willow Creek.  We wanted to share experiences amongst ourselves and offer support to each other. Each of the advisors had spent the days prior to the meeting reaching out to […]

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