Why It’s Important to Have a Fiduciary Financial Advisor
By Jeff Gilbert
The financial world is full of various titles: financial advisor, financial planner, wealth manager, and more. Choosing the right advisor who provides honest, reliable advice and helps you meet your goals can be challenging.…
How to Navigate Taxes When Your Monthly Income Varies
By Jeff Gilbert
Most people typically think about taxes once in a calendar year. When taxes are automatically estimated and deducted from their paycheck, all they do is file their tax return in April. However, if you are self-employed or…
Don’t Let Emotional Investing Control Your Wealth
By Jeff Gilbert
Emotions are strong influences in life. Our financial decisions can really tug at our heartstrings, and even when we try our best, it’s difficult to look at our finances without getting emotional.
Why? Our money habits…
Our Midyear 2024 Market Update
By Jeff Gilbert
Here we are, halfway through 2024 already—have you paused to take time for a financial check-in? How’s your money game going? Now is the perfect moment to slow down and notice the economic trends shaping our market and…
Planning for the Long Haul: Addressing Inflation’s Impact on Your Financial Plan
By Jeff Gilbert
Inflation acts like erosion as it quietly eats away at the value of our money—often without us realizing it until many years down the road. You might only notice the effect it’s had on your day-to-day life when there’s…
Retirement Commentary
From Start to Finish: Understanding the Different Phases of Retirement Planning
By Jeff Gilbert
Retirement might feel like something far off in the future that you don’t need to think about yet. You can plan for it, save up for it, and even daydream about it, but we often overlook the nuances and details of each retirement…
Retiring Comfortably: Determining Your Retirement Savings Target
By Jeff Gilbert
How much cash do you need in order to kick back in retirement? The experts throw around figures like 55-80% of your pre-retirement income, but is that the full story?
Spoiler alert: it’s not. Your dream retirement is…
Common Retirement Mistakes and How to Avoid Them
By Jeff Gilbert
Making mistakes is an inevitable part of being human, and we often use past mistakes as a way to learn and make better decisions in the future. However, in retirement, there is far less room for error. Making such a significant…
Leave a Lasting Legacy: What Inheritance Are You Passing On to Your Kids?
By Jeff Gilbert
When we think about the legacy we want to leave for our children, it goes beyond just money. We want to make sure our gift to them provides stability for many years. We don’t want to pass on a jumble of assets, debts, and…
3 Tips to Make Your Money Last a Lifetime
Excited about your retirement bucket list? Don’t let worry about running out of money spoil your dream retirement. Check out these 3 tips!
4 Steps to Take Toward Your Dream Retirement
Don’t let the present moment pass you by as you work toward retirement. Here are 4 ways to start living your retirement dream now!
Investment Updates
Balboa Platform
Welcome Our Two New Advisors!
Last month, we joyfully announced the opening of our second office location in Scottsdale, Arizona. Now we get to introduce you to the two incredible advisors who have joined our team and will be providing Balboa’s unparalleled service…
Announcing Our Second Office Location!
After years of serving our loyal clients out of our California office, we are excited to announce that we have opened a second location in Scottsdale, Arizona. As our firm continues to grow, we want to be able to expand our offering and build…
How Does An Independent Financial Advisor Benefit You?
As a holistic financial management firm, we pride ourselves in offering the very best to our clients when developing a wealth management plan that works for each individual and their families. We can offer great guidance based on our clients’…
Happy Holidays From Balboa Wealth Partners
By Jeff Gilbert
It’s been a wild ride, but we have finally arrived at the holidays. Our team at Balboa Wealth Partners would like to take this opportunity to wish you and yours a happy holiday and a refreshing new year! The holiday season,…
Why I am Passionate About Being a Financial Advisor
By Jeff Gilbert
So many people find themselves stuck in a career they aren’t passionate about or enjoy. In fact, two-thirds of people are disengaged with their job. I feel incredibly fortunate that I have a career I love and that I look…
Announcing Our New Team Member: R. Brooks Brydges
Balboa Wealth Partners is pleased to announce the newest addition to our team! As a holistic financial management firm, we always strive to offer exceptional service and focused, personal attention. Our goal is to have the expertise and experience…
General
Don’t Let Emotional Investing Control Your Wealth
By Jeff Gilbert
Emotions are strong influences in life. Our financial decisions can really tug at our heartstrings, and even when we try our best, it’s difficult to look at our finances without getting emotional.
Why? Our money habits…
Our Midyear 2024 Market Update
By Jeff Gilbert
Here we are, halfway through 2024 already—have you paused to take time for a financial check-in? How’s your money game going? Now is the perfect moment to slow down and notice the economic trends shaping our market and…
Retiring Comfortably: Determining Your Retirement Savings Target
By Jeff Gilbert
How much cash do you need in order to kick back in retirement? The experts throw around figures like 55-80% of your pre-retirement income, but is that the full story?
Spoiler alert: it’s not. Your dream retirement is…
Planning for the Long Haul: Addressing Inflation’s Impact on Your Financial Plan
By Jeff Gilbert
Inflation acts like erosion as it quietly eats away at the value of our money—often without us realizing it until many years down the road. You might only notice the effect it’s had on your day-to-day life when there’s…
Top 10 Tax-Planning Strategies to Maximize Your Savings
By Jeff Gilbert
Tax planning often falls into the category of tasks we tend to procrastinate—those things we know we should do but would rather avoid. While it’s tempting to delay until tax day approaches, being proactive with your tax-planning…
Season’s Greetings: Warm Wishes From Our Team!
By Jeff Gilbert
Wishing you a joyful holiday season from our team at Balboa Wealth Partners! As we reflect on the past year, filled with both highs and lows, we remain deeply grateful for clients like you. Your trust in us is truly appreciated,…
Balboa Wealth Partners
Newport Beach, CA Office
130 Newport Center Drive, Ste. 240
Newport Beach, CA 92660
Scottsdale, AZ Office
6263 N. Scottsdale Road, Ste. 265
Scottsdale, AZ 85250
Disclosures
Balboa Wealth Partners, INC. is an SEC-registered investment advisor. Advisory services are only offered to clients or prospective clients where Balboa Wealth Partners, and its representatives are properly licensed or exempt from licensure.