Financial Commentary

Don’t Let 2024 Catch You Unprepared: Review Your Financial Plan

Don’t Let 2024 Catch You Unprepared: Review Your Financial Plan

By Jeff Gilbert With the new year comes renewed commitments to improving your finances, strengthening your savings, and planning for the future. Now is an opportune time to take a proactive stance toward your financial future.  I understand…
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,…
The Best Time to Invest Was Yesterday: Timing the Market
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The Best Time to Invest Was Yesterday: Timing the Market

By Jeff Gilbert It’s an all-too common theme: When economic news is bad, the stock market takes a hit as investors sell. And there are many investors out there trying to buy low, hoping the market will rebound so they can sell for a…
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…
Baseball
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My Experience at the Cooperstown Adult League Baseball Tournament

By Jeff Gilbert For many years, I’ve maintained a passion for America’s favorite pastime, playing in adult baseball leagues throughout the seasons. These leagues have not only been a source of camaraderie but also a way to keep the thrill…
2023-8_Don't Leave a tip CANVA
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Don’t Leave the IRS a Tip: The Importance of Tax Planning and Reviewing Your Return

By Jeff Gilbert Instead of working on our taxes, most of us would rather…well, do just about anything else. Sure, it’s not exactly fun, but one of the best ways to retain more of your wealth (and we all want that) is to reduce the burden…

Retirement Commentary

The Top 4 Retirement Regrets

The closer you get to retirement, the more excited you probably get. It’s a milestone we often start thinking about as soon as we enter our working years, and many of us relish the idea of slowing down, changing pace, and finally having all…

How Much Risk is in Your 401(k)?

We frequently hear about how important and necessary a 401(k) plan is for retirement, but with such a beneficial investment opportunity comes inherent risks, from choosing appropriate funds to understanding hidden fees. When was the last time…

Three Unexpected Reasons Your Retirement Plan May Fail

We all desire to have a secure retirement where we can focus on our passions without having to worry about money. But according to the Employee Benefit Research Institute’s 2017 Retirement Confidence survey, 82% of American workers do not…

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

2023-7_Investing for the Long Term_ How to Beat the Market Without Trying
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Investing for the Long Term: How to Beat the Market Without Trying

By Jeff Gilbert The market is a complex beast, and there are millions of people who are trying daily to tame it. It can be frustrating to see someone analyze trends carefully and make incredibly successful investment choices, while you feel…
2023-6_2023 Midyear CANVA
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2023 Midyear Market Update

By Jeff Gilbert Oof. 2023 isn’t shaping up to be much friendlier than 2022. However, there is some good news: the first half of the year has shown some signs of progress.  Let’s take a deeper dive into those areas, as well as what…
2023-5_Common Retirement Mistakes And How To Avoid Them
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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…
2023-4_Don't Let Your Wealth
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Don’t Let Your Wealth Slip Away: Tips for Making Your Money Work for You

By Jeff Gilbert As a high-net-worth individual, you have likely worked hard to accumulate your wealth. But that doesn’t mean you shouldn’t make smarter financial moves to maximize the wealth you have already built. At Balboa Wealth Partners,…
Bank Collapse
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SVB & Signature Bank Collapsed: Why Banks Fail & How to Protect Your Savings

By Jeff Gilbert Banks play a vital role in the economy, providing individuals and businesses with access to cash, credit, and other financial services. Despite their importance, however, banks can fail. And when they do, the effects often…
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…