Entries by Jeff Gilbert
5 Investment Trends to Watch in 2023
By Jeff Gilbert With all the market volatility, rising interest rates, and persistent inflation we saw in 2022, many investors are wondering what they should expect from the markets in 2023 (and beyond). While we can’t predict exactly what will happen, we can share some investment trends that are gaining popularity as part of our […]
Don’t Let 2023 Catch You Unprepared: Review Your Financial Plan
By Jeff Gilbert Every new year brings with it renewed energy and commitments to improve—not just yourself, but improving your finances, strengthening your savings, and planning for the future. At Balboa Wealth Partners, we believe that even though the ball has already dropped, it’s not too late to jump-start your financial plan for 2023. Use […]
