Willow Creek Commentary: Winter-2016

PREDICTION SEASON In the coming weeks, investors are likely to be bombarded with predictions about what the future, and specifically the upcoming year, may hold for their portfolios. These outlooks are typically accompanied by recommended investment strategies and actions that are aimed at trying to capture the next “great” opportunity. When faced with recommendations of […]

The top 10 financial planning mistakes

I’ve been working with people and their money for over 30 years and there are some very basic mistakes I see folks make. Many of these seem like no-brainers, but in reality they are issues that get in the way of growing and maintaining wealth. We work with a lot of very smart people who […]

Prediction Season

The close of each calendar year brings with it the holidays as well as a chance to look forward to the year ahead. In the coming weeks, investors are likely to be bombarded with predictions about what the future, and specifically the next year, may hold for their portfolios. These outlooks are typically accompanied by […]

The Unexpected Victory

Following the election of President-Elect Donald Trump yesterday, the unknowns surrounding a Trump Administration are considerable. We recognize that this uncertainty feels scary to those who did not vote for it. Although we cannot address all the potential ramifications of a Trump Presidency here, or the ultimate effect on our country, we can address what […]

How to Protect Yourself from Online Threats

In light of the increasing number of cyber attacks and data breaches in today’s technology-driven world, it is a good idea to always be mindful of protecting your own personal information when communicating via email or accessing financial websites. To this end, we have assembled the following list of tips for consideration to help minimize […]