Video: Sustainable Living Webinar with Vert Asset Management

We would like to thank everyone who joined us for our Sustainable Living Webinar! If you weren’t able to attend (or just want another chance to digest all the information presented) here is the webinar recording. If you have any ideas you would like to share for future Sustainable Living Webinar topics, please let us […]

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Willow Creek and The Climate Center – Investing It!

Willow Creek Wealth Management has been a strong supporter of The Climate Center, and we are so proud to share Investing It!, the latest video in their Business Network series. Learn all about how Sustainable Investing at Willow Creek is helping combat the effects of climate change and hear from our expert Wealth Advisors Rawson […]

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Sustainable Investing Launch

For more than 35 years, we at Willow Creek Wealth Management have followed a core philosophy of principled, disciplined investing, always offering sound advice and wisdom to see our clients through the best and worst of times. We are very proud to be a part of the Sonoma County and North Bay communities for more […]

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Sustainable Investing – Does it Really Make a Difference?

As the world of sustainable investing opens up – as more investment options become available, as more investors become aware of its promise and money flows in – one has to ask the question: does my investment dollar really help to make a difference? Does Sustainable Investing really help bring about change and lead (or force, in some cases) companies to […]

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Investing to Create the World You Want to See

Are you looking for a stronger, more purpose-driven connection with your investments? In today’s climate, everyone is looking to contribute to the solutions needed to make our society work better for more people and the planet. In the past, we relied on public policy or philanthropy to enact these solutions. These are still useful tools, but […]

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The Black Swan Turns Green

No one had ever seen a swan that was any color other than white before 1697. However, in that year a Dutch explorer sighted a black swan in Australia. Both random and rare, it only takes a single observation to make it valid. Statistician Nassim Taleb applied the concept to the financial world in his […]

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The Realities of Sustainable Investing as a Wealth Strategy

The recent surge in the popularity of sustainable investing may signal the beginning of a fundamental shift in investing, as people begin to see both the promise and necessity of supporting companies poised to face the challenges of the future. For those who feel passionately about promoting green initiatives and environmentally sound companies, it seems […]

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Does Excluding Energy and Utilities Diminish Returns

Does excluding energy and utilities diminish returns for sustainable investors? At the request of the Sustainability Council at Dimensional Fund Advisors, on which Willow Creek Wealth Management is represented by its CEO Bruce Dzieza, DFA was asked to research the performance impacts of a portfolio that included no energy or utilities stocks – companies that […]

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