A Mid-Life Career Change and Finding My Best Place to Work

Originally published in North Bay Business Journal Earlier this month, our Willow Creek team was thrilled to have been voted one of North Bay Business Journal’s Best Places to Work in 2021. As a newer member of the team, I have been so grateful to work with such seasoned advisors, especially following a decision I […]

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Video: Inflation with Mark Keating and Apollo Lupescu

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 […]

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Road Ahead for Your Money: Lessons from a Challenging Year

Originally published in North Bay Business Journal Willow Creek Wealth Advisor Jake Weber answered questions posed by North Bay Business Journal about where we are after a challenging year, and where we are headed. In the pandemic, more people saved. Did they sock money away in safer, but lower return vehicles like saving or money […]

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Done Buying Diapers? Don’t Forget About College

As college tuition soars, saving early for education is one of the best decisions parents and grandparents can make. If your children or grandchildren plan to attend college, a 529 savings plan is a great way to save. The earlier you begin, the longer you can save, and the more your money can benefit from […]

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Financial To-Do List, Part 2: July through December

    Originally published in North Bay Business Journal Happy second half of 2021! It is time to revisit your financial to-do list with monthly goals to take you through the end of the year. Just like our guide for January through June, I suggest adding a few simple objectives to your calendar each month to make sure you stay on the path to […]

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Inflation 101: Putting it in Proper Context

Has the specter of inflation got you spooked? If you pay attention to many recent headlines, we should all be running for the hills. Let’s take a closer look at what to make of all the commentary, and what you can do about it as an investor. As always, we caution against succumbing to fear or panic in the face […]

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Market Commentary: Summer 2021 – Inflation: It’s Back

INFLATION: IT’S BACK The May release of the Bureau of Labor Statistics’ inflation data was an eye opener: the benchmark “CPI-U”, or the Consumer Price Index for All Urban Consumers, was up 5% year-over-year – a substantial increase over the 1.8% average we have seen over the past decade. It was a wake-up call that […]

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

  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 […]

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