Articles

Investing in Index Funds

Investing in Index Funds An In-depth Look at the Pros and Cons in 2018 Berkeley, California – April 3, 2018 A while ago when driving to Palo Alto, I tuned into NPR, which was featuring an hour-long discussion on the trend of investing in and the benefits of Index Funds. When I heard the introduction, [...]

Charitable Giving with Donor-Advised Funds

Charitable Giving with Donor-Advised Funds Berkeley, California – December 1, 2017 ’Tis the season of giving and tax planning (if I may be so practical). Many of our clients are thinking about charitable donations. I’m proud to say that America has been named the world’s most generous nation in the world for charitable giving. When it […]

Japke J. A. Welschen Joins Willow Grove Advisors

Japke J. A. Welschen Joins Willow Grove Advisors Japke has joined the firm as a Wealth Advisor Associate Berkeley, California – October 23, 2017 Willow Grove Advisors is thrilled to announce the newest member of our Wealth Advising team: Japke J. A. Welschen. As a Wealth Advisor Associate, Japke will work closely with clients, helping […]

What Do I Do Before I Go? Moving Abroad for Work

What do I do before I go? Moving abroad for work Berkeley, California – September 26, 2017 Pop the Champagne! Celebrate! You’ve just been promoted and asked to lead your company’s office abroad. It is an exciting time, something you have been working toward.  What a great adventure! BUT, after the excitement, the reality of […]

Four Important Pre-Departure Planning Tips

Four Important Pre-Departure Planning Tips What to consider before you leave to work in another country Berkeley, California – August 23, 2017 Working in another country can be incredibly rewarding, but the transition can also cause a great deal of stress. Times have changed, and to carefully navigate the switch to working abroad, you must […]

Who Needs a Wealth Manager, and Why?

Who Needs a Wealth Manager, and Why? Berkeley, California – July 24, 2017 What is a “Wealth Manager” in the first place? Wealth management is an investment-advisory discipline which incorporates financial planning, investment portfolio management and a number of aggregated financial services. High-net-worth individuals call upon wealth managers to coordinate banking, estate planning, legal resources, […]

Keley Petersen and Jeff Petersen Open Willow Grove Advisors

Willow Grove Advisors, LLC Brings Common Sense Investment Advice to Individuals, Women in Transition, Families and Small Institutions Berkeley, California – May 24, 2010 Keley R. Petersen and Jeff S. Petersen today announced the opening of Willow Grove Advisors, LLC, serving individuals and families around the globe. With offices in Berkeley, CA and Fremont, NE, […]