8 Financial Resolutions for the New Year

Jan 30, 2025 Heather Belli

The start of the year often brings a sense of change and the promise of new beginnings. While health and wellness often take center stage during this time, it’s important not to overlook another vital pillar of well-being: financial health.

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State of the Firm 2025

Jan 23, 2025 Timothy Admire

As we close out another remarkable year at Willow Creek Wealth Management, we'd like to express our deepest gratitude for the trust and partnership you’ve shared with us.

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Market Commentary: Winter 2025 - Time Over Timing

Jan 22, 2025 Michelle Zuniga

Wouldn’t it be great to just skip the bad periods and enjoy only the good ones? Unfortunately, trying to time the market based on the perception of market valuation has been academically proven to be nearly impossible to accomplish on any consistent or reliable basis. Success hinges on time in the market, not in timing the market. The longer you stick to your allocation, the more likely you are to achieve the return your portfolio was designed for.

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Market Commentary: Fall 2024 - Markets in Motion

Oct 22, 2024 Willow Creek Wealth Management

With all the benchmarks we follow currently at or near record highs – coupled with US political concerns, interest rate uncertainty, and major global conflicts – clients have raised some big questions. How do we, as investors, reconcile a soaring stock market with such negative world news? Will the markets continue to rise to even greater heights despite so much turmoil? Unfortunately, the answers to these questions are simply unknowable. There is good news though: as a diversified investor, your portfolio has been carefully crafted to adapt to whatever may be on the horizon. 

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Market Commentary: Summer 2024 - Portfolios and Politics

Jul 30, 2024 Willow Creek Wealth Management

With the 2024 US presidential election on the horizon, many investors are understandably concerned about how the outcome might affect their portfolios. Given the polarized political climate where both sides see the other as a threat to the nation’s future, it's only natural to wonder how your investments will fare. However, history shows us that a disciplined, long-term investment strategy will weather the storms of political change. 

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