Staying Calm and Confident Amidst Market Volatility

Originally published in North Bay Business Journal The last 12 months have proved a testing time for many investors. Although the S&P 500 Index at the end of April was roughly where it was a year ago, share prices have been on a roller-coaster ride in the intervening period. The index recorded drops of 11.8% […]

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Education Expense: 7 Things to Consider When Paying for College

Originally published in North Bay Business Journal If applying to college is the most stressful thing a teenager has done in their lives, paying for college is a close equivalent for their parents. The price of a college education has soared over the last 40 years. Since 1983, tuition prices have risen at a 5.8% […]

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Is Now a Good Time to Invest in the Markets?

Originally published in North Bay Business Journal There’s no denying that a lot is happening in the world right now. The news is filled with headlines about the debt ceiling debate, the war in Ukraine, inflation, and the state of the economy, which may lead many to doubt or feel worried about their investments. They […]

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Should I Stay or Should I Go? Six Tips for Real Estate Moves

Originally published in North Bay Business Journal Interest rates continue to be on everyone’s minds these days, and with good reason: The Fed has raised rates a total of six times this year in an effort to combat inflation. With mortgage rates hovering around 20-year highs and the housing market softening, what is the most […]

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Be Smart about Student Loans with an Eye on Future Wealth

Originally published in North Bay Business Journal Last month President Biden announced a plan for student loan relief, which almost immediately erupted into a firestorm of differing opinions on the merit of this move. Some people applauded this as necessary and compassionate help for the millions of people struggling to make payments on loans which […]

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Outsmart the Certainty of Death and Taxes: Make a Will

Originally published in North Bay Business Journal Typically, I shy away from the “National this-or-that” Days that make the rounds on social media. Still, one of those recently captured my attention: August has apparently been named National Make-a-Will Month and given my work and experience as a Wealth Advisor, this is a cause I can […]

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What’s the Big Deal about Diversification?

Originally published in North Bay Business Journal Diversification. Financial Advisors use this word a lot when describing how the best portfolios are constructed, and it’s one of the keys to a successful investment strategy. The big idea here is that a properly diversified portfolio will mitigate losses because investments react to the same event in […]

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The Do’s and Don’ts of Handling Market Volatility

Originally published in North Bay Business Journal My Willow Creek colleagues and I recently received some client feedback that every Wealth Advisor dreams of hearing: our client shared that rather than panic during this period of market volatility, she leaned into what she had learned from her advisor over the years, which is to imagine […]

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Seven Critical Questions to Ask a Financial Advisor

Originally published in North Bay Business Journal When working with a specialist — a doctor, lawyer, auto mechanic or anyone else — asking the right questions is critical in getting your needs met and the best service possible. However, we often don’t know what we don’t know, thus formulating smart questions can be difficult. Here […]

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