Willow Creek Commentary: Spring-2017

MAXIMIZE THE VALUE OF YOUR DECISIONS Many people struggle with understanding their finances, in part because, as they accumulate wealth, their financial situations become more complex. Adding to the issue, research has shown that it is common for investors to view financial advisors only as investment managers, whose sole job is to manage money on […]

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Broker vs. fiduciary: Who’s minding your finances?

Does your financial adviser have your best interests at heart? How can you be sure? Is your adviser a fiduciary or not? If you’re not sure, it may be a good time to find out. The fiduciary standard of care was laid out in the Investment Adviser Act of 1940. This standard requires registered investment […]

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Willow Creek Commentary: Summer-2016

10 REASONS TO BE CHEERFUL Do you ever listen to the news and find yourself thinking that the world has gone to the dogs? The roll call of depressing headlines seems endless. But look beyond what the media calls news, and there also are a lot of things going right. It’s true the world faces […]

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Willow Creek Named to Top 300 Investment Firms Nationwide

Willow Creek Wealth Management, Sebastopol, has been named one of the Top 300 Registered Independent Advisory firms in the United States for a third year in a row, by the Financial Times, a leading international financial news publication for over 100 years. “We are honored by this international recognition and proud to be included for […]

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What’s a Fiduciary?

We act in a fiduciary capacity at all times in the pursuit of your financial success. We take this responsibility very seriously.  According to the Security and Exchange Commission a financial advisor has the following responsibilities to their client: Duty of Care (prudence and reasonableness) when acting on behalf of the client Duty of Loyalty […]

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