Whether or not you suffered losses in the wildfires of the last few years, all of us have been deeply impacted by this tragedy. From housing evacuees, to donating time, money and goods — to raking through the ashes of one’s former home in search of anything to salvage — each of us has experienced […]
Read More… from Financial First Aid: Preparing Now for Peace of Mind Later
What is the biggest financial risk you face? People often think of their investment portfolio or 401(k), but your biggest asset may be the equity you have in your home. The catastrophic fires and devastating losses the past few years have refocused homeowners on insurance. Through my personal experience of losing my home in the […]
With so much of our financial and personal information now online, estate plans must address the fact that our digital selves will outlast our human selves. Loved ones left with the unpleasant task of navigating and penetrating the digital maze can inherit a complicated puzzle. Your online banking account, email accounts, Facebook page, and even […]
A few years ago, the passing of the “Queen of Soul” arrived with some surprising news. With an estimated $80 million estate, Aretha Franklin died without a will or a trust. Her four sons have recently reached an agreement with the IRS over a $7.8 million tax debt, which should move them closer to receiving […]
Read More… from Estate Planning: the Best Gift to Leave Behind
California gets an “’F’ when it comes to preparing our children for the real world of money,” says the most recent report by the Champlain College Center for Financial Literacy. The Center graded every state on their efforts to produce financially literate high school graduates, and California scored close to the bottom. There’s just no […]
Read More… from Teach Your Young Adult Children to Handle Their Finances
In light of the increasing number of cyber attacks and data breaches in today’s technology-driven world, it is a good idea to always be mindful of protecting your own personal information when communicating via email or accessing financial websites. To this end, we have assembled the following list of tips to help minimize your risk […]
Blood bath. Frenzy. Sell off. Spooked investors. Wild session. Stocks plunge. Crazy market swings. These are just a few of the sensational phrases the financial media use to describe stock market activity. These phrases are designed to evoke emotions like excitement, anxiety, and even downright panic, and the intention in using phrases like this is to compel the audience to take an action. Whatever action you are urged to take […]
Media outlets are full of daily investing “advice” in the indistinguishable form of facts, opinions, and even advertisement of financial products. Unfortunately, this “advice” often seems so convincing that investors feel the urge to take impulsive action. Often, these actions lead to costly investment mistakes. Here are a few tips to help keep your investment […]
Read More… from Tune Out Investing Noise, Tune in Solid Advice
Rawson Gulick, Wealth Advisor at Willow Creek Wealth Management, recently received her Certified Financial Planner (CFP®) designation. Rawson has over 20 years of experience in the financial services industry and she brings a wide range of expertise to the team at Willow Creek. To learn more about Rawson, visit her bio page: https://willowcreekwealth.com/team/rawson-gulick/ […]
A Tale of Two Decades: Lessons for Long Term Investors The first decade of the 21st century, and the second one that’s drawing to a close, have reinforced for investors some timeless market lessons: returns can vary sharply from one period to another; holding a broadly diversified portfolio can help smooth out the swings; and, […]
Read More… from Market Commentary: Fall 2019 – A Tale of Two Decades
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