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Feeling Lucky?
(WC Content/Blog)

... board of directors of Dimensional Fund Advisors (DFA), a primary resource of investment funds utilized by Willow Creek Financial. You can find more of the economist’s work at http://www.dfaus.com/. Just ...
Owning Real Estate without the Hassle
(WC Content/Blog)

You may have noticed real estate funds as part of the asset mix in some of your retirement accounts. Real estate investment trusts (REITs), are securities that sell like stock on the major exchanges and ...
So what’s actually in the new Healthcare Reform bill?
(WC Content/Blog)

... from Health Savings Accounts and Archer Medical Savings Account Funds for Non-Qualified Medical Expenses. Increases the additional tax for HSA withdrawals prior to age 65 that are not used for qualified ...
Decent Decade for Indexers
(WC Content/Blog)

... little change. For the 20 year period 1989-2008 the S&P 500 grew at a compounded annual rate of 8.35%; US CPI Inflation rose 2.89% during that period. And the average investor in US Equity mutual funds? ...
Tempted to Look for the Next “hot thing” in the Market?
(WC Content/Blog)

... in recent years. It is no surprise to us that actively managed stock and bond funds have shown a significant rate of non-survival over the past five years (though private equity and hedge funds have melted ...
Your Money and Your Brain
(WC Content/Blog)

... the short-term noise of the market, rely on low-cost funds, and systematically rebalance portfolios without emotion when stock or bond markets make significant moves. They need to avoid the herd instead ...
Perspectives on Tax-Exempt Bonds and State Budget Woes
(WC Content/Blog)

... State has decided to issue interest-bearing "registered warrants" (known informally as I.O.U.s) to pay certain creditors, such as vendors and taxpayers expecting refunds. However, bondholders will not ...
FAQ
(WC Content/general)

... of the check which account the deposit is for. If the deposit is for a retirement account, please indicate the tax year of the deposit. Funds can be wired directly to your TD Ameritrade account from any ...
Investment Management
(WC Content/general)

... your net return. We often choose low-cost index and structured asset class mutual funds for core investment positions to minimize costs. We employ a proprietary rebalancing methodology. Enforcing an effective ...