Financial Commentary

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5 Important Financial Actions to Take Before the End of the Year

By Jeff Gilbert Most of us entered 2021 with hope and expectation that the pandemic would end, life would go back to normal, and we could move on from 2020. Instead, we learned that uncertainty doesn’t have an expiration date and each year…
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Do You Have Multiple Retirement Plans? How to Consolidate and Maximize Returns

By Jeff Gilbert Forward-thinking people have been saving for retirement since day one on the job. So it’s not uncommon to have multiple retirement accounts—both from previous employers and plans set up individually. Does this apply to…
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What I Wish I Had Known About Money When I Was Younger

By Jeff Gilbert Wisdom comes with age. We all know this, and we’ve all experienced the learning and growing that comes from making mistakes or forging our own path. But if you had the chance to go back in time and give your younger self…
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Client Profile: How I Help My Clients Retire Early

By Jeff Gilbert At Balboa Wealth Partners, our goal is to help our clients retire and enjoy their golden years the way that they want to. Often, our clients come to us with an array of retirement goals that may seem difficult to obtain.…
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How Much Does Long-Term Care Really Cost in California?

By Jeff Gilbert Have you ever cared for an aging grandparent, parent, sibling, or spouse and thought, “Who is going to take care of me when I struggle to get out of bed?” or “How much will it cost my family?” If so, you are…
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Our 2021 Midyear Market Update

By Jeff Gilbert If 2020 taught us anything, it’s that we can’t predict the future, nor do we have control over many of the things we once took for granted—things like how we work, how we go to school, and even how we interact…

Retirement Commentary

Investment Updates

BWP Weekly Market Commentary

We have 5 new team members

BWP Weekly Market Commentary

BWP Weekly Market Commentary

BWP Weekly Market Commentary

BWP Weekly Market Commentary

BWP Weekly Market Commentary

Balboa Platform

General

How Much Life Insurance Do You Need?

By Jeff Gilbert Life is full of unpredictable events. If you start thinking about everything that could go wrong, you’ll give yourself gray hair and a hefty dose of anxiety. That’s where life insurance comes in. It may not solve all your…

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…