How to Navigate Investing During an Election Year

Every four years, investors face the uncertainty of how presidential elections might impact their portfolios and long-term retirement plans. As November approaches, candidates and their campaigns ramp up their messaging and our collective anxiety increases. According to a Harris Poll conducted in August 2023, nearly one in three investors (32%) believe that if the political […]

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Staying Calm and Confident Amidst Market Volatility

Originally published in North Bay Business Journal The last 12 months have proved a testing time for many investors. Although the S&P 500 Index at the end of April was roughly where it was a year ago, share prices have been on a roller-coaster ride in the intervening period. The index recorded drops of 11.8% […]

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Is Now a Good Time to Invest in the Markets?

Originally published in North Bay Business Journal There’s no denying that a lot is happening in the world right now. The news is filled with headlines about the debt ceiling debate, the war in Ukraine, inflation, and the state of the economy, which may lead many to doubt or feel worried about their investments. They […]

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Video: How to be a Successful Investor with Bruce Dzieza

I’ve been in the financial advisory world for almost 40 years. I’ve learned a lot about how markets work, but more important, I’ve observed how successful investors react to market volatility. I’ve experienced many bear markets, where stocks have dropped over 20%. Bottom line – the most successful investors call us to discuss increasing their […]

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The Do’s and Don’ts of Handling Market Volatility

Originally published in North Bay Business Journal My Willow Creek colleagues and I recently received some client feedback that every Wealth Advisor dreams of hearing: our client shared that rather than panic during this period of market volatility, she leaned into what she had learned from her advisor over the years, which is to imagine […]

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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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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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Market Commentary: Winter 2021 – The Year of the Unexpected

2020: The Year of the Unexpected At the beginning of 2020, the outlook for the economy and the stock markets seemed promising. The US stock market was amid its longest bull run ever (almost 11 years), the economy was growing, and unemployment was low. Interest rates were on the rise – the benchmark 10-year US […]

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10 Financial Resolutions for 2021

January is always a month filled with hopeful new beginnings, and following the challenges of 2020, so many of us are searching for ways to start fresh this New Year. When it comes to your financial health, one of the best resolutions you can make is this: don’t make the same mistakes twice. Despite this age-old maxim, Wealth Advisors see many of the […]

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