Career Opportunity – Wealth Advisor

Are you a thriving wealth advisor who has dared to wonder, “What if?” What if you could find a firm who valued your personality and principles as much as your client AUM? What if that firm were as conscientious as you are about ensuring your clients’ highest financial interests are the foundation instead of the […]

To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania?

December 2017 Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios. Cryptocurrencies such as bitcoin emerged only in the past decade. Unlike traditional money, no paper notes or metal coins are involved. No central bank issues the […]

Willow Creek Commentary: Winter-2017

NEW TAX CUTS AND JOBS ACT The much-touted new tax legislation became law just before the end of last year. The banner headline is a significant reduction in corporate tax rates, however, most of us are wondering how it will affect the “ordinary” taxpayer. One of the stated goals of the Tax Cuts and Jobs […]

Fire Damage Property Tax Relief for 2017-18

Santa Rosa, CA – October 12, 2017 at 11:20 PM – The County of Sonoma announced today that William Rousseau, Clerk-Recorder-Assessor, and Erick Roeser, Auditor-Controller-Treasurer-Tax Collector, are working together on identifying and adjusting property values and tax bills on properties damaged by the recent fires in Sonoma County. Mr. Rousseau said, “Once the fires are […]

Insurance Claims

As the heartbreaking devastation in our North Bay Community continues to unfold, we wanted to take a moment to pass along some tips for those who have experienced losses in the past few days. Below are ten considerations from, a non-profit organization that assists in navigating insurance claims. Additional information is available on their […]