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. Jake WeberCFP®, Wealth Advisor willowcreekwealth.com/team/jake-weber/ […]
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
Like so many of us in the North Bay and across California, I lost my home to wildfire. We are incredibly grateful that we lost only material things, and we were able to escape unharmed But the experience of losing our home to fire, and the resulting journey it put us on, will remain […]
Read More… from Fire Loss Victims: Have You Been Paid What You are Owed?
Dear Willow Creek Clients, Colleagues, and Friends, When we shared with you all in January that my role at Willow Creek would be changing, many people assumed that I was, in essence, announcing my retirement. Many of you have wondered what on earth I’m doing with my time and are surprised to find me in […]
Read More… from Message from Willow Creek Chairman of the Board Bruce Dzieza
Willow Creek President and CEO Tim Admire discusses his new role, how he’s preparing the firm for the next 40 years, and how we are approaching the post-COVID era with Chairman of the Board Bruce Dzieza. Read the Chairman’s Message to find out what Bruce is up to these days. […]
Read More… from Video: Tim Admire and Bruce Dzieza in Conversation
We would like to thank everyone who joined us for our Sustainable Living Webinar this morning! If you weren’t able to attend (or just want another chance to digest all the information presented) here is the webinar recording, as well as slides from Ellie’s presentation. If you have any ideas you would like to share […]
Read More… from Video: Sustainable Living Webinar with Ellie Cohen
Get to know Tim Admire, Willow Creek’s new President and CEO, as he shares some insight on the state of Willow Creek as we begin 2021. Timothy AdmireCISO & Managing Partner, Director of Operations willowcreekwealth.com/team/timothy-admire/ […]
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