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1. Feeling Lucky?

   (WC Content/Blog)

   ... consider this: According to a recent study, which will be published later this year in the Journal of Finance, luck may have a lot more to do with returns than most investors care to acknowledge. The study, ...

2. The Hidden Source of Returns

   (WC Content/Blog)

   The biggest problem with investment returns is that they're posted daily--or, in the case of the recent “flash crash”, every hour or so. Why is this a problem? Because it implies that what happened yesterday ...

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

   (WC Content/Blog)

   ... Adjusted Gross Income greater than $200,000 ($250,000 for joint returns). Limiting Health Flexible Savings Account Contributions. Limits the amount of contributions to health FSAs to $2,500 per year, ...

4. Decent Decade for Indexers

   (WC Content/Blog)

   ... the past decade just fine.” The news for the non-indexer out there is not so rosy. Dalbar, Inc. recently issued its updated Summary of Investment Returns. We look for this report every year and found ...

5. Tempted to Look for the Next “hot thing” in the Market?

   (WC Content/Blog)

   ... 28.5% of the actively managed US equity universe (1,043 funds) disappeared during the five-year period through 2008. Most of this non-survival occurred in years when the market delivered positive returns. ...

6. Government Intervention and Stock Returns

   (WC Content/Blog)

   ... past and examines the record of stock returns around the world over the last thirty-nine years. The evidence suggests that government intervention is just one factor among many affecting stock returns, ...

7. Your Money and Your Brain

   (WC Content/Blog)

   ... the time from 1926 - 2008 with an annualized compound return of 9.62% A portfolio consisting of 60% S&P 500 and 40% Five-year U.S. Treasury Notes has been up 63 out of 83 years or 76% of the time ...

8. Who You Gonna Call!

   (WC Content/Blog)

   Bill Gross, manager of Pimco Total Return, keeps on hitting home runs.  In this NY Times article Bill’s unique position is explained: http://www.nytimes.com/2009/06/21/business/21gross.html?_r=1 ...

9. What Should Investors Do Now?

   (WC Content/Blog)

   ... after Dimensional Fund Advisors' (DFA) first comprehensive survey of the market downturn, Vice President, Weston Wellington returns to the topic with a multi-part series on what investors should consider ...

10. Retirement, Risk and Return

    (WC Content/Blog)

    ... but history shows us that a diversiifed portfolio of stocks and bonds produces much greater returns than an all CD or Treasury bill portfolio.  Inflation and taxes erode portfolio purchasing power over ...

11. FAQ

    (WC Content/general)

    ... We will always do our best to return your call/email within 24 hours during the work week. Keep in mind that emails do not always go through or can get lost in the spam folder. Please follow up with a ...

12. Tax Planning

    (WC Content/general)

    ... reduce your tax bill and/or increase your after-tax return. We will help you with: Tax-efficient portfolio construction and management   Qualified retirement plan analysis and recommendations  Roth IRA ...

13. Investment Management

    (WC Content/general)

    ... component of successful investment management is reducing risks that do not generate additional expected portfolio return. The key to eliminating these risks is diversification, which is the formal name ...

14. Why Willow Creek?

    (WC Content/general)

    ... year to help you achieve the best after-tax total return We advocate regularly scheduled portfolio reviews and periodic financial planning updates to keep you on track We take our fiduciary role very seriously ...