Financial Commentary

, ,

How Does An Independent Financial Advisor Benefit You?

As a holistic financial management firm, we pride ourselves in offering the very best to our clients when developing a wealth management plan that works for each individual and their families. We can offer great guidance based on our clients’…
, ,

Personal IRA Vs. Employer-Sponsored Retirement Plans

By Jeff Gilbert I’m willing to bet that after the year we’ve just had, you’re looking forward to an enjoyable retirement! But not so fast. Those golden years don’t come without active planning and saving. There are countless…
,

It’s A New Year! Is It Time To Reevaluate Your Financial Plan?

By Jeff Gilbert A new year is often a time for fresh starts, intentional planning, and renewed motivation to conquer goals and accomplish things that are important to you. And after the year we just had, a fresh start is just what we need.…
, ,

Happy Holidays From Balboa Wealth Partners

By Jeff Gilbert It’s been a wild ride, but we have finally arrived at the holidays. Our team at Balboa Wealth Partners would like to take this opportunity to wish you and yours a happy holiday and a refreshing new year! The holiday season,…
,

7 Rules Of Investing

By Jeff Gilbert When it comes to finances, words like “saving” and “budgeting” can seem fairly self-explanatory. But how about the word “investing”? Now that sounds a bit more complicated. What does it take to succeed in investing?…
,

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,…

Retirement Commentary

Investment Updates

BWP Weekly Market Commentary

BWP Weekly Market Commentary

How I invest CANVA

BWP Weekly Market Commentary

BWP Weekly Market Commentary

BWP Weekly Market Commentary

BWP Weekly Market Commentary

Balboa Platform

General

Jump-start your financial plan for 2022
,

Jump-Start Your Financial Plan for 2022!

By Jeff Gilbert 2021 is officially behind us. If you’re like many of us who had high hopes when we rang in 2021, only to experience another intense year of the pandemic, economic shutdown and uncertainty, and slow road back to “normal,”…
,

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…
, ,

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…
,

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…
, ,

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.…
,

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…