Willow Creek Wealth Management’s Cybersecurity Series! Today, we’re delving into the vital topic of securing your online credentials. In our digital age, safeguarding your financial well-being is of utmost importance. Password Complexity: Your First Line of Defense The strength of your passwords is your first line of defense. Strong passwords are not easily guessable and […]
Read More… from Cybersecurity Series: Safeguarding Your Online Credentials
Willow Creek Wealth Management’s Cybersecurity Series! Today, we’re delving into the vital topic of device security, an essential aspect of safeguarding your financial data. The Power of Encryption One of the first lines of defense for your devices is encryption. While many mobile devices now come with encryption by default, it’s often not enabled out […]
Read More… from Cybersecurity Series: Protecting Your Financial Data
Welcome to Willow Creek Wealth Management’s Cybersecurity Series! Today, we’re diving into the critical topic of email security. We’ll cover key points to protect yourself from phishing and spoofed emails and introduce you to our secure email procedures, all aimed at safeguarding your financial assets. Phishing Phishing attacks are a significant danger in today’s digital […]
Read More… from Cybersecurity Series: A Guide to Email Security
New and Improved! As part of the Willow Creek experience and our ongoing commitment to offer our clients leading-edge technology solutions, we are thrilled to announce that we’ve upgraded our Willow Creek Client Portal! Through the new interface, you will continue to have on-demand access to your investment portfolio as well as quickly and easily […]
Read More… from Willow Creek Client Portal: Detailed Overview
I’ve been in the financial advisory world for almost 40 years. I’ve learned a lot about how markets work, but more important, I’ve observed how successful investors react to market volatility. I’ve experienced many bear markets, where stocks have dropped over 20%. Bottom line – the most successful investors call us to discuss increasing their […]
Read More… from Video: How to be a Successful Investor with Bruce Dzieza
It’s clear that we’re experiencing a period of market volatility. Hang in there, and take comfort in the knowledge that we are doing what we do best behind the scenes to protect what you’ve worked so hard to build. Below is a video explaining how rebalancing, tax-loss harvesting, and other strategies we implement in your portfolio during volatile times can create long-term rewards as markets […]
Read More… from When the Market Drops, What’s Our Plan? Hang in There.
Thank you to everyone who joined us for the third webinar of our Sustainable Living series! We hope you enjoyed our discussion with Cathryn Couch, Founder and CEO of Ceres Community Project, Wealth Advisors Rawson Gulick, CFP® CAIA, and Jake Weber, CFP®, and President and CEO Timothy Admire. If you have further questions about how […]
Read More… from Video: Sustainable Living Series with Cathryn Couch
Willow Creek Founder and Chairman of the Board Bruce Dzieza has more than three decades of experience working with clients to help them reach their financial goals. Here are his top 12 landmines to avoid in your financial planning process: Listening to and acting on cocktail party chatter Putting too much faith in financial news […]
Read More… from Financial Landmine Series: 12 Mistakes to Avoid
What does it really mean to “buy low and sell high?” Here is Wealth Advisor Jake Weber with an explanation. […]
Read More… from Portfolio Rebalancing: A Simple Concept with a Big Impact
Thank you to everyone who attended! We hope you enjoyed the insightful, optimistic conversation, with fantastic questions from the audience. If you weren’t able to join us for our discussion on inflation or would like another chance to listen, here is the recording of the September 1, 2021 webinar. Thank you, as well, to Apollo […]
Read More… from Video: Inflation with Mark Keating and Apollo Lupescu
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