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

BWP Weekly Market Commentary

BWP Weekly Market Commentary

BWP Weekly Market Commentary

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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…

BWP Weekly Market Commentary

Balboa Platform

General

How I invest CANVA
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How I Invest My Own Money

Successful money management and investing techniques don’t have to be shrouded in mystery. Here’s how I invest my own money!
Fee-Only Financial Advisor
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What Is a Fee-Only Financial Advisor and Why Does it Matter?

Looking for a financial advisor? Here is why you should choose a fee-only financial advisor.
the cost of putting off financial planning
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The Cost of Putting Off Financial Planning

By Jeff Gilbert With everything on your overflowing plate, organizing your finances probably keeps getting put on the back burner. We get it. Whether it be insurance planning, filing taxes, or putting together an estate plan, most people…
Top 6 Habits of Financially Successful People
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Top 6 Habits of Financially Successful People

By Jeff Gilbert Defining financial success is a hard thing to do. Some people consider financial success to be a feeling of reassurance and safety, while others consider financial success to be a symbol of status and power. However you choose…
We have 5 new team members
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We Have 5 New Team Members Joining the Balboa Wealth Team!

By Jeff Gilbert At Balboa Wealth, we are passionate about bringing uncompromising advice, exceptional investment expertise, and outstanding service to as many people as possible. That’s why we are excited to announce our third office location…
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What’s Going on With Inflation? 3 Reasons Why It’s Here to Stay

By Jeff Gilbert Inflation headlines are the norm these days. It didn’t come as a surprise to many that after months of being told the current inflation crisis was transitory, Federal Reserve Chair Jerome Powell announced that we can expect…