Willow Creek Commentary: Winter-2016

PREDICTION SEASON In the coming weeks, investors are likely to be bombarded with predictions about what the future, and specifically the upcoming year, may hold for their portfolios. These outlooks are typically accompanied by recommended investment strategies and actions that are aimed at trying to capture the next “great” opportunity. When faced with recommendations of […]

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Prediction Season

The close of each calendar year brings with it the holidays as well as a chance to look forward to the year ahead. In the coming weeks, investors are likely to be bombarded with predictions about what the future, and specifically the next year, may hold for their portfolios. These outlooks are typically accompanied by […]

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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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A Market High—But Is It a Market Top?

In case you hadn’t noticed, the major U.S. indices continue to notch new record highs. We’ve waited more than a year for the market to get back to where they were before the downturn this January, before Brexit, before a lot of uncertainties in the last 12 months. The market top itself is an uncertainty; […]

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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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Willow Creek Commentary: Winter-2014

2014 REVIEW: ECONOMY & MARKETS Despite a bumpy ride throughout 2014, the US economy gained pace while the US equity and fixed income markets outperformed most markets around the world. This performance came with higher market volatility in the US, a rallying dollar, slowing economies in Europe and Asia, and rising geopolitical tensions, including conflicts […]

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