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Are Markets Driven by Emotion?
(WC Content/Blog)
... decisions, and how irrational behavior helps explain dramatic financial mood swings (greed vs. fear and bubbles vs. crashes). The focus on the real estate bubble, the stock markets decline, and our own ...
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Feeling Lucky?
(WC Content/Blog)
U.S. News & World Report recently ran an article that demonstrates, yet again, that stock picking is most likely doomed to failure—unless you get lucky. And luck has been in short supply. A recent study ...
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The Hidden Source of Returns
(WC Content/Blog)
... of stocks selling at bargain prices. Thousands, perhaps millions of investors had to sell during a lot of panics to make Warren Buffett a billionaire, and in his annual shareholder meetings he acknowledges ...
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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 ...
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Decent Decade for Indexers
(WC Content/Blog)
... Returns averaged only 1.87%. As we say, investing is hard. Go here http://finance.yahoo.com/news/Inefficient-Markets-Are-Still-wallstreet-4288166434.html?x=0&.v=4 to see the WSJ article. Go here http://www.forbes.com/2010/01/05/stocks-bonds-not-bad-decade-personal-finance-indexer-ferri.html ...
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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 ...
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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, ...
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Your Money and Your Brain
(WC Content/Blog)
... for the long-term in the first place (i.e. guess green on every flash) they have historically been rewarded as shown below. The S&P 500 Stock Index has been up 59 out of 83 years or 71% of ...
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What Should Investors Do Now?
(WC Content/Blog)
... as they move forward. The videos include an examination of capital markets, the effects of recession and government policy on stock prices, how the current market stacks up to previous downturns, and the ...
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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 ...
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FAQ
(WC Content/general)
... Giving Real Estate Consulting Retirement Planning Socially Responsible Investing Stock Option Analysis Tax Planning Clients often wonder who to call when they have a simple question or need money from ...
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Specialized Services
(WC Content/general)
... creation of a retirement plan and succession planning for your small business, professional corporation or sole proprietorship. Stock Option Analysis We can provide clarity about the rules and best timing ...
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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 ...
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Tax Planning
(WC Content/general)
... Conversion analysis Mortgage refinancing Debt restructuring to maximize allowable interest deductions Planned giving strategies and charitable contributions Tax-smart planning for stock options ...
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In The News
(WC Content/general)
... from our listing all firms that employ representatives" (i.e. registered representatives aka stock brokers) "earning commission revenues and those that mostly sell proprietary products..." Instead "listing ...
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Web Links
(WC Content/general)
... Advisors Exchange and Government New York Stock Exchange ...
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Investment Management
(WC Content/general)
... or asset class selection – the choice of riskier assets (e.g. stocks) vs. less risky assets (e.g. bonds or cash equivalents), for instance – is what matters most in determining the risk and return of a ...
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Patti Dedrick
(WC Content/team)
Support Staff Patti Dedrick Administrative Assistant Patti joined Willow Creek Financial in March of 2004. She brings with her over 30 years experience in the Stock Transfer business providing a full spectrum ...
