Financial Commentary

If I Could Only Teach Two Financial Lessons

If I Could Only Teach Two Financial Lessons

By Jeff Gilbert Financial literacy is one of the most essential life skills, yet it’s rarely taught in schools. That means the responsibility falls on parents to equip their kids with the knowledge they need to make smart money decisions.…
2025’s Best Tax Deductions for Small Businesses & Startups

2025’s Best Tax Deductions for Small Businesses & Startups

By Jeff Gilbert As a small business or startup owner, preserving more of your profits is essential to support your family or reinvest back in your business. Taking advantage of tax deductions for small businesses in 2025 can reduce your income…
Tips for Affluent Families

Take Financial Charge in 2025: Tips for Affluent Families

By Jeff Gilbert Affluent families face a distinct set of financial planning opportunities and challenges in 2025. It takes a proactive and strategic approach to navigate complex markets, changing tax rules, and the ever-increasing demands…
Happy Holidays
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Wishing You Happy Holidays From Our Team!

By Jeff Gilbert Season’s Greetings from all of us at Balboa Wealth Partners! This year has been filled with its share of challenges and triumphs, and through it all, we’ve been honored to serve clients like you. Your trust means the world…
Estate Planning: Why It’s Essential at any Age

Estate Planning: Why It’s Essential at any Age

By Jeff Gilbert Ever wondered if estate planning is just for the wealthy or those in their golden years? It’s not at all! Whether you’re just starting your career in your 20s or enjoying the quiet of retirement, estate planning is important…
Why It’s Important to Have a Fiduciary Financial Advisor

Why It’s Important to Have a Fiduciary Financial Advisor

By Jeff Gilbert The financial world is full of various titles: financial advisor, financial planner, wealth manager, and more. Choosing the right advisor who provides honest, reliable advice and helps you meet your goals can be challenging.…

Retirement Commentary

2023-3_leave a lasting legacy
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Leave a Lasting Legacy: What Inheritance Are You Passing On to Your Kids?

By Jeff Gilbert When we think about the legacy we want to leave for our children, it goes beyond just money. We want to make sure our gift to them provides stability for many years. We don’t want to pass on a jumble of assets, debts, and…
3 ways to make your money last
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3 Tips to Make Your Money Last a Lifetime

Excited about your retirement bucket list? Don’t let worry about running out of money spoil your dream retirement. Check out these 3 tips!
4 steps to take toward
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4 Steps to Take Toward Your Dream Retirement

Don’t let the present moment pass you by as you work toward retirement. Here are 4 ways to start living your retirement dream now!
Financial Planning for Aging Parents
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Financial Planning for Aging Parents

Caring for an aging parent can be overwhelming. Here are 5 strategies to prepare financially for elderly parents.
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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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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.…

Investment Updates

BWP Weekly Market Commentary

BWP Weekly Market Commentary

BWP Weekly Market Commentary

BWP Weekly Market Commentary

Why It’s Important to Have a Fiduciary Financial Advisor

BWP Weekly Market Commentary

BWP Weekly Market Commentary

Balboa Platform

Announcing Our New Team Member: R. Brooks Brydges

Balboa Wealth Partners is pleased to announce the newest addition to our team! As a holistic financial management firm, we always strive to offer exceptional service and focused, personal attention. Our goal is to have the expertise and experience…
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What We Do and How We Can Help

Many people think that only those who have mismanaged their money are stressed about finances. However, even the most successful and hard-working families can lack confidence in their financial future. With nearly three decades of experience…

Why I Became a Financial Advisor

Some kids like cheering for a particular sports team or joining a club. I enjoyed following the stock market. At an early age, I discovered Wall Street and quickly became fascinated with the stock market and how the economy worked. In my…

General

Addressing Inflation’s Impact on Your Financial Plan
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Planning for the Long Haul: Addressing Inflation’s Impact on Your Financial Plan

By Jeff Gilbert Inflation acts like erosion as it quietly eats away at the value of our money—often without us realizing it until many years down the road. You might only notice the effect it’s had on your day-to-day life when there’s…
Top 10 Tax-Planning Strategies to Maximize Your Savings
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Top 10 Tax-Planning Strategies to Maximize Your Savings

By Jeff Gilbert Tax planning often falls into the category of tasks we tend to procrastinate—those things we know we should do but would rather avoid. While it’s tempting to delay until tax day approaches, being proactive with your tax-planning…
Season’s Greetings: Warm Wishes From Our Team!
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Season’s Greetings: Warm Wishes From Our Team!

By Jeff Gilbert Wishing you a joyful holiday season from our team at Balboa Wealth Partners! As we reflect on the past year, filled with both highs and lows, we remain deeply grateful for clients like you. Your trust in us is truly appreciated,…
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BWP Weekly Market Commentary

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BWP Weekly Market Commentary

Balboa Wealth Named Runner-up in AZ As One of the 50 Fastest Growing RIAs
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Balboa Wealth Named Runner-up in AZ As One of the 50 Fastest Growing RIAs

By Jeff Gilbert Balboa Wealth Partners is proud to announce that we’ve been selected as a runner-up in Arizona for Citywire’s 50 Growers Across America report! We’d like to thank our dedicated clients for allowing us to be your advisor…