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 […]

10 steps to teaching children about money

In our wealth management practice, we are often asked how best our clients can teach their children about money to help them down a path to becoming prudent financial managers as adults. Gained in our three decades of service, the following are some of the best techniques we’ve learned to help families pass along a […]