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Are You Covered? FDIC Consumer Highlights
(WC Content/Blog)
... limits — "as soon as possible" after an insured institution fails. Most of the time, the FDIC is able to find a buyer for the failed institution. By law, the acquiring bank can lower the interest ...
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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 ...
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So what’s actually in the new Healthcare Reform bill?
(WC Content/Blog)
... we felt it would be helpful to summarize the key reforms given the controversy and confusion surrounding the 2,000 page bill. No lifetime benefit limits Coverage for dependent children ...
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Decent Decade for Indexers
(WC Content/Blog)
A TRIFECTA OF TRUTH TO START THE NEW DECADE It’s not just the end of a year, but the end of a decade so it’s a particularly appropriate time to consider where we are, where we’re going, and what we’ve ...
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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 ...
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Your Money and Your Brain
(WC Content/Blog)
... light flashes four out of five times and the red light comes on the other 20 percent of the time. In guessing which light will come next, the best strategy is simply to pick green every time, since there ...
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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 ...
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Privacy Policy
(WC Content/general)
... WCFS clients will receive a copy of the WCFS Privacy Policy at least annually. WCFS reserves the right to modify or amend its Privacy Policy at any time and clients will receive a copy of any such modifications ...
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Retirement, Risk and Return
(WC Content/Blog)
... time - a deadly combination for retirees. Here is a short video presentation that you might find helfpful in understanding why we are so enthusiastic about balanced portfolios. http://www.dfaus.com/library/videos/retireme/ ...
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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, ...
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FAQ
(WC Content/general)
... phone call if you haven’t received a timely response. When should I contact my advisor? You should contact your advisor whenever you have a question or concern about your finances, or changes in your ...
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Charitable Giving
(WC Content/general)
... family's financial future. Planned giving strategies can help you transfer substantial assets over a period of years without triggering the federal gift tax. Lifetime gifts can also be one of the most ...
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Nancy Spallino
(WC Content/team)
... Sacchi’s car dealership in Arcata. Nancy is married and has three children. When she isn’t at one of her children’s soccer, football, baseball, wrestling or basketball games she enjoys spending her time ...
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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 ...
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Retirement Planning
(WC Content/general)
... you should coordinate these assets with the rest of your portfolio. Many pension plans offer you a choice between two forms of payment - a little-at-a-time lifetime annuity payments or a lump-sum payout ...
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Why Willow Creek?
(WC Content/general)
... our staff with a positive, productive workplace with thoughtful opportunities for personal growth and professional development. A number of our employees contribute substantial personal time volunteering ...
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Our Story
(WC Content/general)
... ongoing professional advice, timely information about accounts and updates on the world’s financial markets as objectives or the economic climate changes. Why is a Fiduciary Duty so Important? As a Registered ...
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Patti Dedrick
(WC Content/team)
... she enjoys spending time with her grandchildren, quilting and gardening. ...
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Ginny Folwell
(WC Content/team)
... estate management and the financial planning profession. Originally from New York, she graduated from Connecticut College in 1969 with a degree in English. She lives in San Rafael, where she spends time ...
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Kelly Noonan
(WC Content/team)
... portfolio model and prepares the investment reports you receive every quarter. Kelly's personal time is devoted to her husband Todd and daughters, Gianna and Kerianne. Her daughters keep her busy with ...