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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Market Commentary: Winter 2018 – Control What You Can

THE WILLOW CREEK PORTFOLIO: The US Market and Beyond As US-based investors, it is hard not to focus on the US stock market and think that it should be the sum of your returns: your portfolio should be up when the S&P 500 index is up and down when it is down. Sometimes that is […]

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Market Commentary: Fall 2018 – Perception v. Reality

DIVERSIFICATION – WHERE’S THE BENEFIT As the financial media shouts, “Stocks soar to new highs,” and promotes the strong performance of the S&P 500 or the Dow Jones Index, investors may be asking “Where are my investment returns?” So far, 2018 has proven to be a year when all asset classes other than US Large […]

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Market Commentary: Winter 2016 – Prediction Season

PREDICTION SEASON In the coming weeks, investors are likely to be bombarded with predictions about what the future, and specifically the upcoming year, may hold for their portfolios. These outlooks are typically accompanied by recommended investment strategies and actions that are aimed at trying to capture the next “great” opportunity. When faced with recommendations of […]

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Confident investor or scared, which are you?

Are you a confident investor or is the process fraught with fear and uncertainty? A 2015 study by the American Psychology Association found almost three-quarters of Americans are experiencing financial stress — at least some of the time. One of the top sources of money-related stress was saving for retirement. On the surface, retirement planning […]

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Market Commentary: Spring 2016 – Your Investment Experience

PURSUING A BETTER INVESTMENT EXPERIENCE Investors are bombarded every day with global events, economic reports, and ‘expert’ opinions and forecasts that make it easy to question a disciplined, long-term investment strategy – even a broken clock is right twice a day. Here are 10 investment principles that can help you stay on target to achieve […]

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Willow Creek Commentary: Winter-2014

2014 REVIEW: ECONOMY & MARKETS Despite a bumpy ride throughout 2014, the US economy gained pace while the US equity and fixed income markets outperformed most markets around the world. This performance came with higher market volatility in the US, a rallying dollar, slowing economies in Europe and Asia, and rising geopolitical tensions, including conflicts […]

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The Buffett Way: Diversify and Let the Market Do the Work

Thousands of shareholders descend on Omaha — more than 30,000 last year — to attend his annual meeting the first Saturday of the month. They come to eat ice cream at Dairy Queen (one of Berkshire Hathaway’s holdings), shop at Borsheims (the Omaha jewelry store Berkshire has long owned) and dine at Gorat’s and Piccolo’s […]

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