Financial Commentary

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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…
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Announcing Our Second Office Location!

After years of serving our loyal clients out of our California office, we are excited to announce that we have opened a second location in Scottsdale, Arizona. As our firm continues to grow, we want to be able to expand our offering and build…

Retirement Commentary

Investment Updates

BWP Weekly Market Commentary

BWP Weekly Market Commentary

BWP Weekly Market Commentary

BWP Weekly Market Commentary

BWP Weekly Market Commentary

BWP Weekly Market Commentary

Balboa Platform

General

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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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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…
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The Biggest Financial Mistakes I See

By Jeff Gilbert Life is hectic. If you’re like me, you run around day after day trying to finish a to-do list that never ends. This infinite to-do list is loaded with tasks we know we should do but can never seem to find the time to do…

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…