Is This a Good Time for a ROTH Conversion?

2020 has been a challenging year, but it has also provided some unique tax and retirement planning opportunities. Depending on your financial situation, one possibility might be to convert some or all of your Traditional IRA to its cousin – the Roth IRA. The differences between a Traditional IRA and a Roth IRA The IRA […]

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Career Opportunity – Wealth Advisor

Are you a thriving wealth advisor who has dared to wonder, “What if?” What if you could find a firm who valued your personality and principles as much as your client AUM? What if that firm were as conscientious as you are about ensuring your clients’ highest financial interests are the foundation instead of the […]

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Career Opportunity – Portfolio Administrator

Position Summary This role is responsible for the management of client assets and portfolios as overseen by the Investment Committee and Chief Investment Officer and as dictated by the Investment Policy Statements of our clients. This role is also the primary interface between Wealth Advisors and trading/operations and is tasked with facilitating and overseeing all […]

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Investment Mistakes to Avoid During the Upcoming Election

You are not alone if you believe the outcome of the upcoming presidential election will impact the markets. According to a recent survey from asset manager Hartford Funds, 93% of investors polled believe the presidential race will affect the stock market. Around election time, a quick scan of social media or a friendly conversation with […]

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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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Willow Creek Commentary – Fall 2020

A LOOK UNDER THE HOOD OF THE US MARKET – AND ITS AMAZING RECOVERY If you were to look at the stock market, one would have a sense the American Economy is having a great year: The S&P 500 index, the most widely followed measure of how large companies are performing in the United States, […]

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Willow Creek 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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A Guide to Charitable Giving During a Pandemic

In the span of weeks, the COVID-19 pandemic and an earlier than expected start to California’s fire season have impacted every aspect of our communities, including the nonprofit sector. Whether it is health-related, a safety net organization serving the vulnerable, or focused on the arts and education, many nonprofits are struggling. For the seasoned philanthropist […]

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Wealth Advisor Teresa Mitchell’s Lessons from Women’s Suffrage

As we celebrated the 100th anniversary of the passage of the Nineteenth Amendment last month and mourned the passing of Supreme Court Justice Ruth Bader Ginsburg last week, I have been reflecting on women’s rights and how they relate to money and investing. In my role as Senior Wealth Advisor at Willow Creek, I have had […]

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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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