Thoughts from our CEO, Bruce Dzieza

In this current age of unprecedented international chaos and uncertainty, I’ve observed that many of my clients, friends, and family members—and myself—are concerned about the varied, wide-ranging ways that COVID-19 will affect their lives. From cancelled events to school closures to remote working protocols, it seems like, suddenly, nothing around us is familiar or predictable. […]

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8 tips for tuning out financial planning noise, tuning in solid retirement advice

Media outlets are full of daily investing “advice” in the indistinguishable form of facts, opinions and even advertisement of financial products. Unfortunately, this “advice” often seems so convincing that investors feel the urge to take impulsive action. Often, these actions lead to costly investment mistakes. Here are a few tips to help keep your investment […]

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Ignoring Daily Market News Will Improve Your Financial Health

“Blood bath,” “Sell off,” “Spooked investors,” “Wild session,” “Stocks plunge,” “Crazy market swings.” These are just a few of the sensational phrases the financial media used last year to describe stock market activity. As a certified financial planning practitioner for over 20 years, I would argue that when the media reports hourly (or even daily) […]

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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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Willow Creek Commentary: Spring-2016

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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