Video: Sustainable Living Webinar with Ellie Cohen

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 […]

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GameStop Lessons

The GameStop story dominated the financial news cycles last month, and with good reason: it is a gripping narrative illustrating the drama of the stock market (and perhaps will have repercussions that could change fundamental aspects of investing). This story has passion, energy, and of course, winners and losers. How very fitting that one of […]

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Improve Your Financial Health

Blood bath. Frenzy. Sell off. Spooked investors. Wild session. Stocks plunge. Crazy market swings. These are just a few of the sensational phrases the financial media use to describe stock market activity. These phrases are designed to evoke emotions like excitement, anxiety, and even downright panic, and the intention in using phrases like this is to compel the audience to take an action. Whatever action you are urged to take […]

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Fight Climate Change at Home, at Work, and With Your Money

We invite you to join us for the first in our new series on climate and sustainability issues.   Our inaugural guest will be Climate Center CEO Ellie Cohen. She will be joined in conversation by Willow Creek Advisor Rawson Gulick. Together, they will explore the science behind greenhouse gas emissions and the changes, both […]

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Congratulations to Beverly Hanson, Our New Director of Operations

We are proud to announce that Beverly Hanson has been promoted to Director of Operations of Willow Creek Wealth Management. She now leads our Operations Team, encompassing portfolio management and client servicing, following Tim Admire’s transition to his new role as President & CEO. Beverly’s role at Willow Creek is to optimize the firm’s seamless […]

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Your Own Worst Enemy?

“The investor’s chief problem – and even his worst enemy – is likely to be himself.”  — Benjamin Graham (1894–1976)  Legendary economist and investor Benjamin Graham made his timeless observation decades ago, and yet still today it reflects our enduring belief: Your own behavioral biases are often the greatest threat to your financial well-being. As investors, we leap before we look. […]

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Getting to ‘Emotional Neutrality’ on Investing

One of the first topics a good financial advisor always discusses with new clients is their financial and emotional tolerance for risk. Just as we need to know their financial capacity to take risks with their money, it is as important that we understand our clients’ emotional comfort level with investing. Do they recognize what role emotions play in their financial life? Are their decisions swayed by fear, greed, confidence, or regret?   […]

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ABCs of Behavioral Biases

An alphabetic tour of common behavioral biases that distract otherwise rational investors from making best choices about their wealth. Anchoring Bias What is it? Anchoring bias occurs when you fix on or “anchor” your decisions to a reference point, whether or not it’s a valid one. When is it helpful? An anchor point can be […]

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2021 Financial To-Do List

Happy New Year! Now that 2020 is a wrap, let’s capitalize on the New Year momentum and build a plan for tackling those financial to-dos that keep getting put off. Taking on an entire year at once can seem daunting, so I like to focus on the first half of the year, January through June. […]

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Market Commentary: Winter 2021 – The Year of the Unexpected

2020: The Year of the Unexpected At the beginning of 2020, the outlook for the economy and the stock markets seemed promising. The US stock market was amid its longest bull run ever (almost 11 years), the economy was growing, and unemployment was low. Interest rates were on the rise – the benchmark 10-year US […]

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