The SpaceX initial public offering was the largest IPO ever, by a significant margin, and it made its founder a trillionaire. Share prices surged in early trading, making it one of the most valuable companies in the world. This was the kind of debut that gets everyone talking. What does all this mean for the markets and investors? Is it the entry point for one of history’s great companies, or part of an overhyped mania? 

Part 2 of our annual financial to-do list. From estate planning in July to year-end gifting in December, this month-by-month financial checklist helps you finish the year on track. 

Willow Creek Wealth Management is pleased to announce the addition of Ryan Beach to the team, in the position of Director of Advisory Services.

There are moments when discussing financial markets can feel like the wrong place to begin. The world feels uncertain right now - and it's okay if that has you thinking about your portfolio. Here's what we know: markets have weathered moments like this before, and the historical record is more reassuring than today's headlines suggest.

A new type of tax-advantaged savings account for children is launching in Summer 2026. Here’s a balanced look at what a Trump Account is, how it works, and what to consider before opening one. 

The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, will have varying impacts on taxpayers in 2026 depending on their income levels. The bill will have the most sizable benefit for lower and middle-income taxpayers, especially those age 65 and above. For higher-income families, the impact is more mixed – there are some benefits, but many of the law's more generous provisions phase out as income rises. 

Willow Creek Wealth Management is pleased to announce that Rawson Gulick, CFP® and Jake Weber, CFP® have been elevated to Partner, effective January 1, 2026.

The start of a new year offers a fresh opportunity to reflect on where you've been and chart a course for where you want to go. Whether you're focused on building better habits, pursuing big dreams, or creating more balance in your life, having a clear plan makes all the difference. The same holds true for your finances!

Over the next 20 years, an estimated $84 trillion will pass from older generations to their heirs. This "Great Wealth Transfer" brings both tremendous opportunity and significant challenges. So, whether you're preparing to pass on wealth or expecting to receive it, thoughtful planning is essential. 

Willow Creek has long been a supporter of Ceres Community Project. So we were thrilled to spend an afternoon volunteering in their Sebastopol Kitchen last month!