Market Commentary: Spring 2024 - From Risk to Resilience

Apr 26, 2024 Willow Creek Wealth Management

The S&P 500 Index has posted exceptional returns for the past two quarters. It turns out that the most striking contributor has been the dominance of the seven largest stocks in the US: the so-called “Magnificent 7”. These companies alone made up 33% of the total value of the S&P 500 as of the end of March. It’s at this point many investors may question the validity of a more diversified approach: why settle for 6% returns when, if you just picked the right stocks, your returns could be much higher? The simple answer is that it’s harder than you might think.

Posted in Market Commentary, NBBJ

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How to Navigate Investing During an Election Year

Feb 28, 2024 Jake Weber

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.

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State of the Firm 2024

Jan 26, 2024 Timothy Admire

As we step into 2024, we at Willow Creek Wealth Management are filled with gratitude, pride, and excitement as we reach our 40th anniversary milestone.

Posted in Articles

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