Market Commentary: Winter 2024 – ‘Tis the Season for Forecasts

Additionally published in North Bay Business Journal Towards the end of each year, it is common to see financial forecasts being issued for the year ahead. Market analysts and financial pundits put forth estimates of where the market will end the year and how the economy will perform. They will give inflation targets and notes […]

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Willow Creek Wealth Management Announces Two New Partners

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. “I am incredibly excited to welcome both Beverly Hanson and Nancy Spallino as partners at Willow Creek,” said Timothy Admire, […]

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Market Commentary: Fall 2023 – The Pitfalls of High-Yield Savings Accounts

An Illusion of Safety Over the past 18 months or so, we have seen an extraordinary increase in interest rate earnings from all types of fixed income products. In January of 2022, it was difficult to find bank savings account rates above 0.10%; in today’s market however, you can find FDIC insured savings accounts and […]

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Special Needs Planning and How a ChSNC® Can Help

Willow Creek is proud to announce that one of our Wealth Advisors, Eric Keating, CFP®, has just earned the Chartered Special Needs Consultant certification. We asked Eric to share with us a little more about this new designation and why he felt inspired to become an expert in this area of financial planning. I’ll start with […]

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Market Commentary: Spring 2023 – March Madness

This past quarter provided a shock to our system with the first run on a major bank since the Great Recession in 2008-09. It reminded us of how tenuous (and yet, at the same time surprisingly robust) our banking system often is as well as how shocks to the financial markets can come, seemingly, out […]

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DFA’s Douglas W. Diamond Wins 2022 Nobel Prize in Economics

Douglas W. Diamond, a professor of finance at the University of Chicago’s Booth School of Business, is one of three winners of this year’s Nobel Prize in Economics. Considered a founder of modern banking theory, he also serves as an Independent Director for Dimensional Fund Advisors, overseeing mutual funds. “Professor Diamond is the fifth academic […]

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WSJ: How to Invest when Stocks and Bonds are Falling

Our own Chief Investment Officer Mark Keating, CFP® AEP® was included in yesterday’s Wall Street Journal article “How to Invest When Both the Stock Market and Bonds Are Falling”. Describing how tax loss harvesting works, the reporters wrote: Mark Keating, a financial planner in Sebastopol, Calif., says he recently sold a client’s shares of the […]

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Cryptocurrency: Four Ideas to Consider Before Buying

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. […]

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The Ukrainian Crisis and Market Volatility

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 […]

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