Financial Commentary

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Can A Donor-Advised Fund Save You Money On Taxes?

By Jeff Gilbert Can you think of one person who doesn’t want to save money on their taxes and be generous at the same time? Neither can I. Donor-advised funds could be a great option to lower your taxable income, which will decrease the…
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What Should You Do About The Coronavirus And Stock Market Volatility?

The financial markets took a big dip early this week over fears about the spreading coronavirus, erasing gains from earlier this year. After the Dow lost over 800 points on Tuesday, it was down a total of 1,900 points in two days.  Investors…
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5 Ways To Prepare For A More Affordable Retirement

By Jeff Gilbert Retirement is expensive. That’s one thing everyone can agree on. But what if there were steps you could take now to actively reduce the amount of money you’ll need later on? That’s exactly what we’ll talk about today.…
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How Might The Market Behave In 2020?

By Jeff Gilbert This January, we find ourselves in a much different place than we did a year ago. Last year came on the heels of a difficult December, where the market dropped precipitously over recession worries. Then the market surprised…

Are You Ready For A New Year? 5 Steps To Take Before You Say Hello To 2020

By Jeff Gilbert This year (and decade!) is quickly coming to a close, and if you’re like most Americans, you spend the month of December neck-deep in Christmas parties, shopping for gifts, and planning for travel. You might think that managing…

Welcome Our New Team Members!

By Jeff Gilbert Balboa Wealth Partners is thrilled to welcome two new additions to our team, Aarone Tirpak and Mark Zielinski! We love that our firm is growing and expanding, and we are thankful to have these two extraordinary advisors here…

Retirement Commentary

Investment Updates

BWP Weekly Market Commentary

BWP Weekly Market Commentary

BWP Weekly Market Commentary

BWP Weekly Market Commentary

2023-7_Investing for the Long Term_ How to Beat the Market Without Trying
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Investing for the Long Term: How to Beat the Market Without Trying

By Jeff Gilbert The market is a complex beast, and there are millions of people who are trying daily to tame it. It can be frustrating to see someone analyze trends carefully and make incredibly successful investment choices, while you feel…

BWP Weekly Market Commentary

Balboa Platform

General

Love And Money: Financial Planning Considerations For Couples

By Jeff Gilbert When you’re part of a couple, you’re a team. You plan vacations together and support each other’s pursuits, but do you manage your money as a team? Whether you have joint or separate accounts, are savers or spenders,…

$1 Million Isn’t What It Used To Be

By Jeff Gilbert It used to be that $1 million was synonymous with financial security and success. Unfortunately, those days are over. While $1 million is still a considerable amount of money, it may not provide the independence you dream…

Our Mid-Year 2019 Economic Update

By Jeff Gilbert Now that we are well into 2019, it’s time to take a look around at the economy. Despite the shaky start to the year, things are looking up! Here’s a quick overview to get you up to speed.   Good Market Days So far,…

We’re Never Too Busy To Help Someone You Care About

By Jeff Gilbert What are the most important things in your life? Family? Health? A sense of purpose? While money may not top that list, it affects every part of your life and can give you the security and stability that positively impacts…

10 Things To Do Within 10 Years Of Retirement

By Jeff Gilbert Your dreams of white sandy beaches, days spent on the golf course, or more time with family are just around the corner. After countless years of working and saving, you are finally getting closer to the retirement finish line.…

Why I Love Living And Working In Newport Beach

Newport Beach is a gorgeous coastal city in Orange County, California. And let me tell you, it’s an absolute paradise—a paradise I’m lucky enough to call home. I can honestly say there are few places on this earth where I’d rather live.…