Financial Commentary

Bank Collapse
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SVB & Signature Bank Collapsed: Why Banks Fail & How to Protect Your Savings

By Jeff Gilbert Banks play a vital role in the economy, providing individuals and businesses with access to cash, credit, and other financial services. Despite their importance, however, banks can fail. And when they do, the effects often…
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…
2023-2_5 investment trends CANVA (1)
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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…
2022-12_Don’t Let 2023 Catch You Unprepared CANVA
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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…
2022-12_Wishing you a happy holidays
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Balboa Wealth Partners Wishes You Happy Holidays!

Balboa Wealth Partners wishes you a happy holiday season. We hope this holiday season brings you joy.
2022-11_Your Year End Checklist
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Your End-of-the-Year Checklist for Small Business Owners

By Jeff Gilbert It’s hard to believe that another tax season is just around the corner, but 2022 is almost at an end. With a lot of the pandemic-era programs petering out, it’s important to know what lies ahead to be prepared for what’s…

Retirement Commentary

Investment Updates

AI and Technology Sector Investing: Navigating the AI Investment Boom and Managing Risk cover

AI and Technology Sector Investing: Navigating the AI Investment Boom and Managing Risk

Learn strategic approaches to AI investing that balance innovation with risk management. Discover how to capture AI growth while protecting long-term wealth.

BWP Weekly Market Commentary

BWP Weekly Market Commentary

BWP Weekly Market Commentary

BWP Weekly Market Commentary

How I invest CANVA

BWP Weekly Market Commentary

Balboa Platform

General

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Navigating Stock Market Volatility

Navigating Stock Market Volatility   Market volatility can be unsettling, especially when it seems like every news headline is about sharp declines or dramatic rebounds. It’s important to provide some perspective on what market fluctuations…
Don’t Let Emotional Investing Control Your Wealth
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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
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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
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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…
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…