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.

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.

Whether we are aware of it or not, emotions often wield significant influence over our personal investment decisions. It’s not just about the numbers; it’s about how we respond to them emotionally.

Towards the end of each year, it is common to see financial forecasts being issued for the year ahead. Market analysts and financial pundits put forth estimates of where the market will end the year and how the economy will perform. 

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.

Willow Creek Wealth Management, based in Sebastopol, CA, announced today that as of January 1, 2024, Director of Operations, Beverly Hanson, and Client Service Associate, Nancy Spallino, are now partners and shareholders at the firm.

Looking for wire instructions for use when sending money to your Charles Schwab or BNY Mellon | Pershing account? You've come to the right place!

Today, we're delving into the vital topic of securing your online credentials.

Today, we're delving into the vital topic of device security, an essential aspect of safeguarding your financial data.