Financial Commentary

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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…
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Jump-Start Your Financial Plan For 2019!

What new goals are you trying to reach in 2019? Are you focusing on your physical health by joining a gym and cleaning up your diet? Are you throwing yourself into your career in order to earn a promotion? Or maybe, like millions of other people,…

The Top Five Financial Planning Challenges Of Business Owners

Owning your own business can give you great freedom and power in life. But it also comes with great responsibility. One of the responsibilities business owners struggle with is creating a plan to convert their successful business into long-lasting…

Five Steps to Get Your Financial House in Order

Did you know that four in ten Americans admit that they prefer not to think about money? (1) This isn’t all too surprising as, for many people, finances can seem complicated and overwhelming, and many people suffer from decision fatigue and…

Jumpstart Your Financial Plan for 2018!

How are you doing on your New Year’s resolutions? Hopefully you aren’t part of the 80% of Americans who discard their resolutions by February, (1) but if you are, remember that there’s nothing magical about January 1st. No matter where…

Stocks and Company Spending Up on News of Tax Bill, But What Does it Mean for You?

On Wednesday, December 20, 2017, the House passed a tax bill, which will be signed into law by President Trump. Since the campaign trail, President Trump has promised tax reform and this bill entails a number of changes to the U.S. tax code…

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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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…

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,…