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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Road Ahead for Your Money: Lessons from a Challenging Year

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 […]

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Inflation 101: Putting it in Proper Context

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 […]

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GameStop Lessons

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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Congratulations to Beverly Hanson, Our New Director of Operations

We are proud to announce that Beverly Hanson has been promoted to Director of Operations of Willow Creek Wealth Management. She now leads our Operations Team, encompassing portfolio management and client servicing, following Tim Admire’s transition to his new role as President & CEO. Beverly’s role at Willow Creek is to optimize the firm’s seamless […]

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Your Own Worst Enemy?

“The investor’s chief problem – and even his worst enemy – is likely to be himself.”  — Benjamin Graham (1894–1976)  Legendary economist and investor Benjamin Graham made his timeless observation decades ago, and yet still today it reflects our enduring belief: Your own behavioral biases are often the greatest threat to your financial well-being. As investors, we leap before we look. […]

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10 Financial Resolutions for 2021

January is always a month filled with hopeful new beginnings, and following the challenges of 2020, so many of us are searching for ways to start fresh this New Year. When it comes to your financial health, one of the best resolutions you can make is this: don’t make the same mistakes twice. Despite this age-old maxim, Wealth Advisors see many of the […]

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