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 […]
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 […]
RECENT MARKET VOLATILITY After a period of relative calm in the markets, the increase in volatility in the stock market has resulted in renewed anxiety for many investors. The US stock market fell more than 7% on two occasions (top-to-bottom) during this first quarter, resulting in many investors wondering what the future holds and if […]
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We are sure you have already heard all about the “largest single-day point decline” for the Dow on Monday: down 1,175 points (or -4.6%). The dramatic headlines are all focusing on the “tremendous sell-off on Wall Street,” and market commentators are already taking credit for knowing that this was bound to happen because interest rates […]
December 2017 Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios. Cryptocurrencies such as bitcoin emerged only in the past decade. Unlike traditional money, no paper notes or metal coins are involved. No central bank issues the […]
Do you recognize what role your emotions play in your financial life? Are your decisions swayed by fear, greed, confidence, and regret? As a financial adviser, one of the first topics we always discuss with new clients is their financial and emotional tolerance for risk. It is equally as important that we understand their emotional […]
LESSONS FOR THE NEXT CRISIS It will soon be the 10-year anniversary the S&P 500 Index hitting what was its highest point before losing more than half its value over the next year and a half during the global financial crisis. Over the coming weeks and months, as other anniversaries of major crisis-related events pass […]
The other day my wife turned to me and asked me if were invested in “stocks.” I sat there in shock. In our fifteen years of marriage she had never uttered one word, asked one question or showed any interest in our investments. I manage our money and would show her our balances and say […]
Does excluding energy and utilities diminish returns for sustainable investors? At the request of the Sustainability Council at Dimensional Fund Advisors, on which Willow Creek Wealth Management is represented by its CEO Bruce Dzieza, DFA was asked to research the performance impacts of a portfolio that included no energy or utilities stocks – companies that […]
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