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Are You Covered? FDIC Consumer Highlights
(WC Content/Blog)

... permanent increase in the basic federal deposit insurance limit The permanent increase of deposit insurance coverage from $100,000 to $250,000 is especially helpful to long-term CD owners. The ...
The Hidden Source of Returns
(WC Content/Blog)

... it’s time to relax. Because - there IS no meaning to be found there. There are three forces guiding the markets at all times. The first force is long-term economic growth. Global businesses are gradually ...
So what’s actually in the new Healthcare Reform bill?
(WC Content/Blog)

... Providing New, Voluntary Options for Long-Term Care Insurance. Creates long-term care insurance programs to be financed by voluntary payroll deductions to provide benefits to adults who become disabled. ...
Tempted to Look for the Next “hot thing” in the Market?
(WC Content/Blog)

... etc.) just at the right time. Truth be told, facts are facts and though there are some really smart money managers out there, most are really smart at marketing, not investing money. As a long-time advocate ...
Your Money and Your Brain
(WC Content/Blog)

... of the market at the right time. This pattern of being right twice will need to be repeated over and over for the market-timing investor to be successful over the long-term. If investors simply invest ...
Perspectives on Tax-Exempt Bonds and State Budget Woes
(WC Content/Blog)

... and local government entities are facing during this prolonged economic slump. It's important to note that all but a handful of states have met their budget deadlines. But perhaps the most publicized situation ...
What Should Investors Do Now?
(WC Content/Blog)

... alternatives in the current market and the best strategy for long-term investors. PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided ...
White Papers
(WC Content/general)

... Creek Financial Services (Willow Creek) designs and manages portfolios utilizing a disciplined long-term strategy based on sound fundamentals proven to influence investment success. The foundation of Willow ...
FAQ
(WC Content/general)

... to cover your request. Please do not leave withdrawal requests on voicemail. In what ways can I take a withdrawal/ how long will it take to get my money? There are several ways to take a withdrawal: ...
Specialized Services
(WC Content/general)

... difficulties for many families. We can help you make the best, most compassionate decisions regarding your parents real estate and investment assets when they can no longer decide for themselves. ...
Charitable Giving
(WC Content/general)

... over the years, building a lifelong commitment to philanthropy. A charitable remainder trust is another alternative that lets you defer capital gains taxes on highly appreciated assets, such as stocks ...
In The News
(WC Content/general)

... brokerages climbed 11% a year, to $6.2 trillion, according to Tiburon Strategic Advisors in Tiburon, Calif., a longtime tracker of advisers. Reflecting the field's increased stature, Barron's for the ...
Contact Us
(WC Content/general)

... Office: Open weekdays from 8:00 am to 5:00 pm We are closed for major holidays along with the financial markets. When planning a visit to speak with a particular person, please call beforehand so we can ...
Why Willow Creek?
(WC Content/general)

... and strive to always put the client's interests first We enjoy what we do and are committed to building long-term, rewarding relationships with our clientele Staff Relationship We are committed to providing ...
Our Story
(WC Content/general)

... fees. Willow Creek Financial Services, Inc. was founded in 1984 with the goal of providing impartial financial advice and building long-term mutually satisfying relationships. There is no conflict of interest; ...
Jason Gittins
(WC Content/team)

... for Thought investment committee and the corporate council for Sixth Street Playhouse. Jason earned his Certified Financial Planner (CFP) designation in 2000. Jason is a life long Sonoma county resident ...