Browsing: Wealth Building

Sometimes it can be difficult to remain a disciplined investor. Over periods of time, a diversified buy-hold-rebalance strategy can seem like it is not performing as…

Originally published in North Bay Business Journal There’s no denying that a lot is happening in the world right now. The news is filled with headlines…

For the longest time pundits predicted interest rates would go higher yet they did nothing but go lower year after year. Then when rates hit 0%…

Originally published in North Bay Business Journal If applying to college is the most stressful thing a teenager has done in their lives, paying for college…

This past quarter provided a shock to our system with the first run on a major bank since the Great Recession in 2008-09. It reminded us…

Being active participants in our community and donating our time, talent, and treasury are important values to us here at Willow Creek. On May 10th, 2023,…

Originally published in North Bay Business Journal The last 12 months have proved a testing time for many investors. Although the S&P 500 Index at the…

Weekend Reading | Saturday, July 8, 2023 — Mindful Money facebook twitter instagram linkedin google youtube vimeo tumblr yelp email podcast phone blog search brokercheck brokercheck…

The Final Step – Portfolio Optimizers — Mindful Money facebook twitter instagram linkedin google youtube vimeo tumblr yelp email podcast phone blog search brokercheck brokercheck Play…

Weekend Reading | Saturday, April 1, 2023 — Mindful Money facebook twitter instagram linkedin google youtube vimeo tumblr yelp email podcast phone blog search brokercheck brokercheck…