8 tips for tuning out financial planning noise, tuning in solid retirement advice

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 […]

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Rawson Earns CFP Designation!

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/ […]

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Willow Creek Commentary: Fall-2019

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, […]

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Tips for preparing for a successful retirement

If you are within 20 years of retiring, now is the time to start planning so that you can make more informed decisions about your future and be financially and emotionally prepared for one of life’s biggest transitions. Though individual situations vary, these basic recommendations should be considered by anyone preparing for retirement. The sooner […]

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North Bay Business: Interview with Bruce

Are you worried about today’s financial climate? Wealth Advisor, Bruce Dzieza, said in a recent North Bay Business Journal interview that the key is developing “a plan that you can live with” before “life throws you a curveball.” He also gives tips on finding the right investment strategy, a level of risk you are comfortable […]

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Is Your Homeowner’s Policy Adequate Today?

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 […]

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Explore family charitable giving options such as trusts, foundations, funds

Not all of us can be as generous as billionaire Robert F. Smith, whose commencement speech concluded announcing that his family will pay off the student debt of the entire graduating class at Morehouse College, nearly $40 million. Yet, we can all make a difference in our own community, at whatever level we can afford. […]

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Willow Creek Commentary: Summer-2019

WILLOW CREEK AND THE VALUE PREMIUM Willow Creek Wealth Management adheres to a disciplined, evidence-based approach to our investing. One of the core elements to this approach is the conviction that value stocks (think companies that are currently out of style with the market) will generate higher returns than growth stocks (companies that are seen […]

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Here are the realities of sustainable investing as a wealth strategy

The rising interest in sustainability-driven investing is a recent phenomenon. After all, who wouldn’t want to invest, earn potentially great returns over the long-run, and promote a worthy cause? But is it too good to be true? Understandably, many investors have doubts and questions. For those who feel passionately about promoting green initiatives and environmentally […]

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Your Best Money Moves for 2019

What can you do in 2019 to get ahead financially? These five smart money moves will put you on the fast track to strengthen your financial profile. Try any of these best practices or take on the entire list. Either way, you’ll be that much ahead when 2020 rolls around. Review those plans! A fresh […]

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