Financial Commentary

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How To Prepare For Volatility In The Market

By Jeff Gilbert Here’s the thing: Even though we had been enjoying our record-long bull market and knew that it couldn’t last forever, no one saw our current situation coming. For example, when we turned the page of our calendar to 2020,…
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Insurance Policies For Each Stage Of Life

By Jeff Gilbert   Raise your hand if you have insurance. That’s probably most of you. But did you know that you may need different types of insurance, and definitely different amounts of coverage, for each stage of your life? Here’s…
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3 Ways To Prepare Your Teenager For Financial Independence

By Jeff Gilbert Teenagers aren’t always known for being logical and responsible, especially with money. But given the right tools and opportunities, this is an ideal time for them to set a financial foundation that will benefit them for…
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Our 2020 Mid-Year Economic Update

By Jeff Gilbert As everyone knows, 2020 has not been a normal year by any stretch of the imagination. The world as we know it has been turned upside down by five letters and a number: COVID-19. While the coronavirus pandemic is at its core…
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How To Prepare For The Potential Economic Impact Of Our Current Crisis

By Jeff Gilbert COVID-19 may be primarily a health crisis, but it’s already had a significant impact on our economy. With thousands of businesses temporarily shut down and millions of people staying at home, we could be on the brink of…
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How To Manage Your Finances In A Crisis

By Jeff Gilbert Change is hard on everyone. And the changes that are happening daily due to the coronavirus pandemic, not to mention the roller-coaster ride our markets are on, are disrupting our lives, causing us to feel uncomfortable and…

Retirement Commentary

Investment Updates

BWP Weekly Market Commentary

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BWP Weekly Market Commentary

BWP Weekly Market Commentary

BWP Weekly Market Commentary

BWP Weekly Market Commentary

BWP Weekly Market Commentary

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Balboa Platform

General

What Should You Do About Market Volatility?

The U.S. stock markets had the worst day of the year on Monday, reacting to news of escalating trade issues with China and fears of an economic slowdown. After the Dow closed down 767 points, investors are understandably nervous. If you are…

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.…