Financial Commentary

Our Midyear 2024 Market Update
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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…
Addressing Inflation’s Impact on Your Financial Plan
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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
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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…
The Difference Between Investment Management and Financial Planning
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The Difference Between Investment Management and Financial Planning

Wondering the difference between financial planning and investment management? Contact Balboa Wealth Partners in Newport Beach, CA, or Scottsdale, AZ, for a free consultation.
Don’t Let 2024 Catch You Unprepared: Review Your Financial Plan

Don’t Let 2024 Catch You Unprepared: Review Your Financial Plan

By Jeff Gilbert With the new year comes renewed commitments to improving your finances, strengthening your savings, and planning for the future. Now is an opportune time to take a proactive stance toward your financial future.  I understand…
Season’s Greetings: Warm Wishes From Our Team!
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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,…

Retirement Commentary

Retiring Comfortably: Determining Your Retirement Savings Target
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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…
2023-5_Common Retirement Mistakes And How To Avoid Them
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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…
2023-3_leave a lasting legacy
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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 ways to make your money last
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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
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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!
Financial Planning for Aging Parents
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Financial Planning for Aging Parents

Caring for an aging parent can be overwhelming. Here are 5 strategies to prepare financially for elderly parents.

Investment Updates

Balboa Platform

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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…
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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…
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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’…
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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,…
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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

Our Midyear 2024 Market Update
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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
,

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…
Addressing Inflation’s Impact on Your Financial Plan
,

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
,

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!
, ,

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,…