Video | Willow Creek Wealth Management

Video: How to be a Successful Investor with Bruce Dzieza

July 7, 2022 Bruce Dzieza

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 […]

When the Market Drops, What’s Our Plan? Hang in There.

May 9, 2022 Willow Creek Wealth Management

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 […]

Video: Sustainable Living Series with Cathryn Couch

November 17, 2021 Willow Creek Wealth Management

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 […]

Financial Landmine Series: 12 Mistakes to Avoid

November 5, 2021 Willow Creek Wealth Management

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 […]

Portfolio Rebalancing: A Simple Concept with a Big Impact

September 15, 2021 Jake Weber

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/ […]

Video: Inflation with Mark Keating and Apollo Lupescu

September 7, 2021 Willow Creek Wealth Management

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 […]

Fire Loss Victims: Have You Been Paid What You are Owed?

July 7, 2021 Mark Keating

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 […]

Message from Willow Creek Chairman of the Board Bruce Dzieza

July 2, 2021 Willow Creek Wealth Management

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 […]

Video: Tim Admire and Bruce Dzieza in Conversation

June 30, 2021 Willow Creek Wealth Management

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. […]

Video: Sustainable Living Webinar with Ellie Cohen

March 10, 2021 Willow Creek Wealth Management

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 […]

Category: Video