Financial Commentary

Outdated Estate Planning Checklist: Here’s What to Review Every 3 Years cover
, ,

Outdated Estate Planning Checklist: Here’s What to Review Every 3 Years

Keep your estate plan current with this essential estate planning checklist. Review key documents often to protect your legacy. Discover what works best.
Estate Planning Mistakes: 5 Blunders Even Successful Families Make cover
,

Estate Planning Mistakes: 5 Blunders Even Successful Families Make

Avoid common estate planning mistakes that can jeopardize your legacy. Explore insights to safeguard your wealth and ensure a smooth legacy transfer.
The Wealth-Longevity Connection: Financial Planning for a 100-Year Life cover
,

The Wealth-Longevity Connection: Financial Planning for a 100-Year Life

Discover wealth planning strategies for a 100-year life. Learn how to protect lifestyle, healthcare, and legacy. Explore insights in the full article.
Retirement Strategies for Women: Financial Planning After 40
,

Retirement Strategies for Women: Financial Planning After 40

Turning 40 brings new financial challenges and opportunities. Let’s explore the key retirement planning steps you deserve to feel empowered.
Why Millennials Are Ditching Traditional Investment Strategies for Crypto cover

Why Millennials Are Ditching Traditional Investment Strategies for Crypto

Millennials are moving away from traditional investment strategies and embracing crypto. Discover what’s driving this shift in the future of investing.
Smart Investment Strategies for Global Wealth Management cover
,

Smart Investment Strategies for Global Wealth Management

Smart investment strategies empower global investors to manage wealth across borders. Discover how to reduce risk, ensure compliance, and preserve your legacy.

Retirement Commentary

From Start to Finish: Understanding the Different Phases of Retirement Planning

From Start to Finish: Understanding the Different Phases of Retirement Planning

By Jeff Gilbert Retirement might feel like something far off in the future that you don’t need to think about yet. You can plan for it, save up for it, and even daydream about it, but we often overlook the nuances and details of each retirement…
Retiring Comfortably: Determining Your Retirement Savings Target
,

Retiring Comfortably: Determining Your Retirement Savings Target

By Jeff Gilbert How much cash do you need in order to kick back in retirement? The experts throw around figures like 55-80% of your pre-retirement income, but is that the full story? Spoiler alert: it’s not. Your dream retirement is…
2023-5_Common Retirement Mistakes And How To Avoid Them
, ,

Common Retirement Mistakes and How to Avoid Them

By Jeff Gilbert Making mistakes is an inevitable part of being human, and we often use past mistakes as a way to learn and make better decisions in the future. However, in retirement, there is far less room for error. Making such a significant…
2023-3_leave a lasting legacy
, ,

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
, ,

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
, ,

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!

Investment Updates

BWP Weekly Market Commentary

BWP Weekly Market Commentary

BWP Weekly Market Commentary

How I invest CANVA

BWP Weekly Market Commentary

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…
,

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

Investments in Flux: When Life Shifts, Should Your Portfolio Follow? cover
,

Investments in Flux: When Life Shifts, Should Your Portfolio Follow?

Life changes—should your investments follow? Learn how expert investment portfolio management keeps your strategy aligned with major life transitions.
,

Navigating Stock Market Volatility

Navigating Stock Market Volatility   Market volatility can be unsettling, especially when it seems like every news headline is about sharp declines or dramatic rebounds. It’s important to provide some perspective on what market fluctuations…
Don’t Let Emotional Investing Control Your Wealth
,

Don’t Let Emotional Investing Control Your Wealth

By Jeff Gilbert Emotions are strong influences in life. Our financial decisions can really tug at our heartstrings, and even when we try our best, it’s difficult to look at our finances without getting emotional. Why? Our money habits…
Our Midyear 2024 Market Update
, ,

Our Midyear 2024 Market Update

By Jeff Gilbert  Here we are, halfway through 2024 already—have you paused to take time for a financial check-in? How’s your money game going? Now is the perfect moment to slow down and notice the economic trends shaping our market and…
Retiring Comfortably: Determining Your Retirement Savings Target
,

Retiring Comfortably: Determining Your Retirement Savings Target

By Jeff Gilbert How much cash do you need in order to kick back in retirement? The experts throw around figures like 55-80% of your pre-retirement income, but is that the full story? Spoiler alert: it’s not. Your dream retirement is…