Portfolio | Willow Creek Wealth Management

A Few Words on Market Volatility

February 6, 2018 Willow Creek Wealth Management

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 […]

Market Commentary: Spring 2017 – Financial Counsel’s Value

April 12, 2017 Willow Creek Wealth Management

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 […]

Can You Spot a “Market Top”?

March 28, 2017 Willow Creek Wealth Management

The current bull market in stocks reached its 8th anniversary on March 9, and for about the last four years, professional investors and financial planners have been scratching their heads. The markets have gone up and up and up, and we all know that they won’t go up forever, which means there’s a correction looming […]

Market Commentary: Winter 2016 – Prediction Season

January 16, 2017 Willow Creek Wealth Management

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 […]

What Kind of Investor are You: Confident or Scared?

August 2, 2016 Teresa Mitchell

Are you a confident investor, or is the process fraught with fear and uncertainty? A 2015 study by the American Psychological 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 […]

Market Commentary: Spring 2016 – Your Investment Experience

April 20, 2016 Willow Creek Wealth Management

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 […]

Market Commentary: Winter 2014 – Economy and Markets

January 15, 2015 Willow Creek Wealth Management

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 […]

Tag: Portfolio