Video: Sustainable Living Series with Cathryn Couch

Thank you to everyone who joined us for the third webinar of our Sustainable Living series! We hope you enjoyed our discussion with Cathryn Couch, Founder and CEO of Ceres Community Project, Wealth Advisors Rawson Gulick, CFP® CAIA, and Jake Weber, CFP®, and President and CEO Timothy Admire. If you have further questions about how […]

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Sustainable Living: Our Food System and Charitable Giving

How can our food system promote health and build community? And how does your charitable giving plan reflect your values? Join us for a conversation with Rawson Gulick, CFP® CAIA, Willow Creek Wealth Advisor, and Cathryn Couch, Founder and CEO of Ceres Community Project, as they examine the importance of a truly sustainable food system […]

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Video: Sustainable Living Webinar with Vert Asset Management

We would like to thank everyone who joined us for our Sustainable Living Webinar! If you weren’t able to attend (or just want another chance to digest all the information presented) here is the webinar recording. If you have any ideas you would like to share for future Sustainable Living Webinar topics, please let us […]

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What’s a REIT? Owning Real Estate Without the Hassle

We are so excited to host Sam and Sarah Adams from Vert Asset Management as our guests for next week’s Sustainable Living Webinar! Vert Asset Management is a global sustainable real estate fund, and Sam and Sarah are passionate about environmental sustainability and the possibilities and promise of sustainable investing. Before we tackle the issue […]

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Fight Climate Change at Home, at Work, and With Your Money

We invite you to join us for the first in our new series on climate and sustainability issues.   Our inaugural guest will be Climate Center CEO Ellie Cohen. She will be joined in conversation by Willow Creek Advisor Rawson Gulick. Together, they will explore the science behind greenhouse gas emissions and the changes, both […]

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Sustainable Investing – Does it Really Make a Difference?

As the world of sustainable investing opens up – as more investment options become available, as more investors become aware of its promise and money flows in – one has to ask the question: does my investment dollar really help to make a difference? Does Sustainable Investing really help bring about change and lead (or force, in some cases) companies to […]

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Investing to Create the World You Want to See

Are you looking for a stronger, more purpose-driven connection with your investments? In today’s climate, everyone is looking to contribute to the solutions needed to make our society work better for more people and the planet. In the past, we relied on public policy or philanthropy to enact these solutions. These are still useful tools, but […]

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The Realities of Sustainable Investing as a Wealth Strategy

The recent surge in the popularity of sustainable investing may signal the beginning of a fundamental shift in investing, as people begin to see both the promise and necessity of supporting companies poised to face the challenges of the future. For those who feel passionately about promoting green initiatives and environmentally sound companies, it seems […]

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Does Excluding Energy and Utilities Diminish Returns

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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