Search

1. Feeling Lucky?

   (WC Content/Blog)

   ... that’s the point. People make the wrong inference. There are people that are big winners, but there are fewer of them than you’d expect than if they were just lucky. Can any managers truly be counted ...

2. The Hidden Source of Returns

   (WC Content/Blog)

   ... the Civil War--was a scary event. That urge you feel to sell everything and make the anxiety go away is shared by roughly a billion other investors around the globe. They all conspire, unconsciously but ...

3. So what’s actually in the new Healthcare Reform bill?

   (WC Content/Blog)

   ... group health plan or plan in the individual market that provides dependent coverage for children to continue to make that coverage available until the child turns 26 years of age. This takes effect for ...

4. Is a Roth IRA Conversion Right for You?

   (WC Content/Blog)

   ... Please consult your Willow Creek financial advisor or your tax professional to see if a Roth conversion might make sense for you. Download the PDF  ...

5. Decent Decade for Indexers

   (WC Content/Blog)

   ... of the Santa Clara University: “the market may be crazy, but that doesn’t make you a psychiatrist.” Forbes.com’s Richard Ferri offered a more positive look back on the past decade in his piece entitled ...

6. The College Solution

   (WC Content/Blog)

   ... which summarizes the chapter and provides concrete actions you can take.  In fact, if you just went to the end of each chapter and read the “Action Plan”, you could make a very good checklist of to-do ...

7. Your Money and Your Brain

   (WC Content/Blog)

   ... Can Help Make You Rich. Mr. Zweig has researched a new discipline called neuroeconomics, which combines biology, psychology and economics to try and understand why investors often make emotionally-charged ...

8. Perspectives on Tax-Exempt Bonds and State Budget Woes

   (WC Content/Blog)

   ... it's possible that the financial ratings of the state and local governments will be downgraded. But several points seem to make defaults improbable: • California's constitution requires that state general-obligation ...

9. What Should Investors Do Now?

   (WC Content/Blog)

   ... higher expected returns during recessions. Part 3 Why Didn't We See the Problems Coming? The difficulty of using forecasting to make portfolio decisions is discussed. Negative performance can be unavoidable ...

10. Active Investing-a Negative Sum Game

    (WC Content/Blog)

    We often hear that now is a good time (or a bad time) for active investing. That does not make sense. In aggregate, active investors always underperform by their fees and expenses.  In this interview, ...

11. Disclaimer

    (WC Content/general)

    ... believes to be reliable, WCFS makes no representation that the information or opinions contained on the WCFS website are accurate, reliable or complete. The information and opinions contained in the WCFS ...

12. FAQ

    (WC Content/general)

    ... financial situation.  If you are unsure about anything to do with money please don’t hesitate to call us to talk about the issue. Deposits How do I make a deposit to my account/who do I make the check ...

13. 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.  ...

14. In The News

    (WC Content/general)

    LOCAL FIRM MAKES FORBES TOP 25 "UP-AND-COMERS" DURING MARKET CRISIS  Date: November 2008 Willow Creek Financial Services, Inc. appeared on Forbes.com national 2008 list of up-and-coming registered investment ...

15. Retirement Planning

    (WC Content/general)

    No matter what your age - retirement planning is essential. Whether you are 25 or 60 the decisions and plans you make today influence your lifestyle in retirement. Willow Creek’s Personal Retirement Planning ...

16. Web Links

    (WC Content/general)

    ...  PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness ...

17. Financial Planning

    (WC Content/general)

    We Provide You with a Financial Overview. The Willow Creek financial planning process provides you with the guidance to make good financial decisions. Information on all aspects of your financial affairs ...

18. Investment Management

    (WC Content/general)

    ... your investments stay on track and makes the investing process as stress free as possible. Regular portfolio reviews promote client education and insure a sense of empowerment. Willow Creek finds it is ...

19. Why Willow Creek?

    (WC Content/general)

    ... financial goals and live your dreams We make sure your personalized investment strategy is aligned with your financial goals and tolerance for risk We consider tax planning strategies throughout the calendar ...

20. Our Story

    (WC Content/general)

    ... We make it a point to keep up to date with your family as well as your personal balance sheet to ensure you meet your short-term goals and are positioned for long-term success. At Willow Creek Financial ...