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

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

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 ..read more

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

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 ..read more

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.  ..read more

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 ..read more

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 ..read more

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

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