Willow Creek Team Volunteer Day with Ceres Community Project

Being active participants in our community and donating our time, talent, and treasury are important values to us here at Willow Creek. Willow Creek has long been a supporter of Ceres Community Project. So we were thrilled to spend an afternoon volunteering in their Sebastopol Kitchen last month! Part of Ceres’ mission is providing free […]

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Special Needs Planning and How a ChSNC® Can Help

Willow Creek is proud to announce that one of our Wealth Advisors, Eric Keating, CFP®, has just earned the Chartered Special Needs Consultant certification. We asked Eric to share with us a little more about this new designation and why he felt inspired to become an expert in this area of financial planning. I’ll start with […]

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Staying Calm and Confident Amidst Market Volatility

Originally published in North Bay Business Journal The last 12 months have proved a testing time for many investors. Although the S&P 500 Index at the end of April was roughly where it was a year ago, share prices have been on a roller-coaster ride in the intervening period. The index recorded drops of 11.8% […]

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Willow Creek Team Volunteer Day with LandPaths at Bayer Farm

Being active participants in our community and donating our time, talent, and treasury are important values to us here at Willow Creek. Each year, our team comes together for our annual volunteer event where we give an afternoon of our time to a local non-profit. On May 10th of this year, we partnered with LandPaths and spent […]

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Market Commentary: Spring 2023 – March Madness

This past quarter provided a shock to our system with the first run on a major bank since the Great Recession in 2008-09. It reminded us of how tenuous (and yet, at the same time surprisingly robust) our banking system often is as well as how shocks to the financial markets can come, seemingly, out […]

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Education Expense: 7 Things to Consider When Paying for College

Originally published in North Bay Business Journal If applying to college is the most stressful thing a teenager has done in their lives, paying for college is a close equivalent for their parents. The price of a college education has soared over the last 40 years. Since 1983, tuition prices have risen at a 5.8% […]

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Is Now a Good Time to Invest in the Markets?

Originally published in North Bay Business Journal There’s no denying that a lot is happening in the world right now. The news is filled with headlines about the debt ceiling debate, the war in Ukraine, inflation, and the state of the economy, which may lead many to doubt or feel worried about their investments. They […]

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State of the Firm 2023

As we step across the threshold into a new calendar year, I see this time as an excellent opportunity to reflect upon the past 12 months here at Willow Creek and look ahead to what we can achieve going forward into 2023 and beyond. Though 2022 continued to throw challenges at each of us, we […]

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Market Commentary: Winter 2022 – Fear of Missing Out

Sometimes it can be difficult to remain a disciplined investor. Over periods of time, a diversified buy-hold-rebalance strategy can seem like it is not performing as well as it should, especially when we see some other “hot investment” making headlines. It can lead us to wonder if we may be missing out on some new […]

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