How to Navigate Investing During an Election Year
Willow Creek Wealth Management
by Jake Weber
1M ago
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. According to a Harris Poll conducted in August 2023, nearly one in three investors (32%) believe that if the political party with which they least align gains more power, the economy will fall into a recession within 12 months. 31% of investors believe that their future finances will be negatively impacted if the “other” political pa ..read more
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Getting to ‘Emotional Neutrality’ on Investing
Willow Creek Wealth Management
by Jason Gittins
1M ago
One of the first topics a good financial advisor always discusses with new clients is their financial and emotional tolerance for risk. Just as we need to know their financial capacity to take risks with their money, it is as important that we understand our clients’ emotional comfort level with investing. Do they recognize what role emotions play in their financial life? Are their decisions swayed by fear, greed, confidence, or regret?   Some investors fall victim to greed, while others who experien ..read more
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Market Commentary: Winter 2024 – ‘Tis the Season for Forecasts
Willow Creek Wealth Management
by Willow Creek Wealth Management
2M ago
Additionally published in North Bay Business Journal 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. They will give inflation targets and notes on where interest rates will head. These are often well-researched and well-reasoned opinions, though some of them can be quite breathless in their prognostications. In early 2023 the projections sounded like “inflation will continue unabated, interest rates will ..read more
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State of the Firm 2024
Willow Creek Wealth Management
by Willow Creek Wealth Management
2M ago
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. Founded in 1984 by our now Chairman of the Board, Bruce Dzieza, our evolution into a trusted partner for over 800 individuals, families, and charitable organizations is something we are extremely proud of, and it is all thanks to the enduring relationships we’ve built with you. In reflecting on our journey, let’s take a moment to revisit 1984—a year marked by cultural milestones such as the launch of the Apple Macintosh and the maiden voyage ..read more
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Willow Creek Wealth Management Announces Two New Partners
Willow Creek Wealth Management
by Willow Creek Wealth Management
2M ago
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. “I am incredibly excited to welcome both Beverly Hanson and Nancy Spallino as partners at Willow Creek,” said Timothy Admire, President & CEO. “Beverly brings a depth of expertise around operations and leadership, and she has been a crucial part of our success.” Hanson joined Willow Creek in 2016 and currently leads the Operations and Client Service Te ..read more
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Incoming Wire Instructions
Willow Creek Wealth Management
by Willow Creek Wealth Management
2M ago
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! Below are the instructions in PDF format for both institutions: Charles Schwab Incoming Wire Instructions BNY Mellon | Pershing Incoming Wire Instructions The post Incoming Wire Instructions first appeared on Willow Creek Wealth Management ..read more
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Cybersecurity Series: Protecting Your Financial Data
Willow Creek Wealth Management
by Willow Creek Wealth Management
5M ago
Willow Creek Wealth Management’s Cybersecurity Series! Today, we’re delving into the vital topic of device security, an essential aspect of safeguarding your financial data. The Power of Encryption One of the first lines of defense for your devices is encryption. While many mobile devices now come with encryption by default, it’s often not enabled out of the box for laptops and desktops. Make sure to activate full-disk encryption on these devices to safeguard your sensitive information, especially in case your device is lost or stolen. Keeping Your System Updated Keeping your system up to d ..read more
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Cybersecurity Series: A Guide to Email Security
Willow Creek Wealth Management
by Willow Creek Wealth Management
5M ago
Welcome to Willow Creek Wealth Management’s Cybersecurity Series! Today, we’re diving into the critical topic of email security. We’ll cover key points to protect yourself from phishing and spoofed emails and introduce you to our secure email procedures, all aimed at safeguarding your financial assets. Phishing Phishing attacks are a significant danger in today’s digital world. These fraudulent emails aim to deceive you into disclosing sensitive information like login credentials and financial details. Keep a sharp eye out for emails requesting personal or financial data, particularly if th ..read more
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Market Commentary: Fall 2023 – The Pitfalls of High-Yield Savings Accounts
Willow Creek Wealth Management
by Willow Creek Wealth Management
5M ago
An Illusion of Safety Over the past 18 months or so, we have seen an extraordinary increase in interest rate earnings from all types of fixed income products. In January of 2022, it was difficult to find bank savings account rates above 0.10%; in today’s market however, you can find FDIC insured savings accounts and money market funds earning more than 5.00%. The US 1-year Treasury bill was earning as little as 0.20% in mid-2021 and is now at 5.50%. For the first time in a long time, there really is income in fixed income. After a lean 16 years, people have a place to put money that wil ..read more
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Willow Creek Team Volunteer Day with Ceres Community Project
Willow Creek Wealth Management
by Willow Creek Wealth Management
5M ago
Being active participants in our community and donating our time, talent, and treasury are important values to us here at Willow Creek. 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! Part of Ceres’ mission is providing free or low-cost, nutrient-rich prepared meals to individuals dealing with serious illness. Our team got to see firsthand what goes into making that possible; we put on our aprons and got to work prepping, cooking, and ultimately packaging over 50 meals – del ..read more
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