Healthy Boundaries are Crucial, Especially with Finances

Originally Published in North Bay Business Journal April is Financial Literacy Month, and as a Certified Financial Planner®, I can tell you stories upon stories of how beneficial it is for parents to start early in teaching their children about money. I can also share myriad stories about how a lack of financial knowledge has […]

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Cryptocurrency: Four Ideas to Consider Before Buying

Originally published in North Bay Business Journal As wealth advisors, a frequent question my colleagues and I are receiving these days is this: should I buy Bitcoin? The cryptocurrency marketing machine is currently hard at work, and if you watched even part of Super Bowl LVI, you were sure to have seen a crypto commercial. […]

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The Ukrainian Crisis and Market Volatility

As the world watches the horrific events unfolding in Ukraine over the past 24 hours, our thoughts are with those being tragically impacted.    The feeling of having no control over the lives of those in Ukraine, and everyone involved, can be overwhelming. And though we don’t want to minimize these feelings, our job is […]

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Don’t Let Market Highs Get You Low (or Vice Versa)

Originally published in North Bay Business Journal “All-time market high.” Depending on what kind of investor you are, that phrase can elicit emotions ranging from abject fear to utter joy. And given the market volatility of the past year, some investors can’t figure out how to feel. Is a market high good or bad? Am […]

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Financial Landmine Series: 12 Mistakes to Avoid

Willow Creek Founder and Chairman of the Board Bruce Dzieza has more than three decades of experience working with clients to help them reach their financial goals. Here are his top 12 landmines to avoid in your financial planning process: Listening to and acting on cocktail party chatter Putting too much faith in financial news […]

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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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A Message from Willow Creek Founder Celebrating Juneteenth

Originally published June 19, 2020 To remain silent and indifferent is the greatest sin of all. –Elie Wiesel Two years after the end of WWII, my father, a recent Polish immigrant and Holocaust survivor, took a bus trip from New York City to Washington, D.C. to visit his aunt, one of his few remaining family […]

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Is Now a Good Time to Get into the Stock Market?

That is a question we often hear from prospective clients. The answer is, yes — and no. There is always uncertainty, and the markets could plummet tomorrow. Even though we follow markets closely and read endlessly, we can’t predict the future. So, let’s look at the market right now. There are lots of reasons we […]

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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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