Financial Commentary

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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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What You Need To Know About Recessions And Bear Markets

As global markets continue their roller coaster ride due to fears surrounding the coronavirus, our most recent bull market officially turned into a bear market. But what does that mean? And are we on the verge of another recession like the one…
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Can A Donor-Advised Fund Save You Money On Taxes?

By Jeff Gilbert Can you think of one person who doesn’t want to save money on their taxes and be generous at the same time? Neither can I. Donor-advised funds could be a great option to lower your taxable income, which will decrease the…
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What Should You Do About The Coronavirus And Stock Market Volatility?

The financial markets took a big dip early this week over fears about the spreading coronavirus, erasing gains from earlier this year. After the Dow lost over 800 points on Tuesday, it was down a total of 1,900 points in two days.  Investors…
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5 Ways To Prepare For A More Affordable Retirement

By Jeff Gilbert Retirement is expensive. That’s one thing everyone can agree on. But what if there were steps you could take now to actively reduce the amount of money you’ll need later on? That’s exactly what we’ll talk about today.…
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How Might The Market Behave In 2020?

By Jeff Gilbert This January, we find ourselves in a much different place than we did a year ago. Last year came on the heels of a difficult December, where the market dropped precipitously over recession worries. Then the market surprised…

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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…

10 Things To Do Within 10 Years Of Retirement

By Jeff Gilbert Your dreams of white sandy beaches, days spent on the golf course, or more time with family are just around the corner. After countless years of working and saving, you are finally getting closer to the retirement finish line.…

Why I Love Living And Working In Newport Beach

Newport Beach is a gorgeous coastal city in Orange County, California. And let me tell you, it’s an absolute paradise—a paradise I’m lucky enough to call home. I can honestly say there are few places on this earth where I’d rather live.…