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 […]
Read More… from Special Needs Planning and How a ChSNC® Can Help
Making the effort now to prepare for the realities of aging can make a world of difference when the time comes. […]
Read More… from Market Commentary: Summer 2023 – Planning For Aging
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 […]
Read More… from Market Commentary: Spring 2023 – March Madness
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 […]
Read More… from DFA’s Douglas W. Diamond Wins 2022 Nobel Prize in Economics
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 […]
Read More… from WSJ: How to Invest when Stocks and Bonds are Falling
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. […]
Read More… from Cryptocurrency: Four Ideas to Consider Before Buying
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 […]
Originally published in North Bay Business Journal Willow Creek Wealth Advisor Jake Weber answered questions posed by North Bay Business Journal about where we are after a challenging year, and where we are headed. In the pandemic, more people saved. Did they sock money away in safer, but lower return vehicles like saving or money […]
Read More… from Road Ahead for Your Money: Lessons from a Challenging Year
Has the specter of inflation got you spooked? If you pay attention to many recent headlines, we should all be running for the hills. Let’s take a closer look at what to make of all the commentary, and what you can do about it as an investor. As always, we caution against succumbing to fear or panic in the face […]
The GameStop story dominated the financial news cycles last month, and with good reason: it is a gripping narrative illustrating the drama of the stock market (and perhaps will have repercussions that could change fundamental aspects of investing). This story has passion, energy, and of course, winners and losers. How very fitting that one of […]
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