Financial Commentary

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.…
How to Navigate Taxes When Your Monthly Income Varies

How to Navigate Taxes When Your Monthly Income Varies

By Jeff Gilbert Most people typically think about taxes once in a calendar year. When taxes are automatically estimated and deducted from their paycheck, all they do is file their tax return in April. However, if you are self-employed or…
Don’t Let Emotional Investing Control Your Wealth
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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…

Retirement Commentary

Investment Updates

BWP Weekly Market Commentary

Why It’s Important to Have a Fiduciary Financial Advisor

BWP Weekly Market Commentary

BWP Weekly Market Commentary

BWP Weekly Market Commentary

BWP Weekly Market Commentary

BWP Weekly Market Commentary

Balboa Platform

General

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…
2023-2_5 investment trends CANVA (1)
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5 Investment Trends to Watch in 2023

By Jeff Gilbert With all the market volatility, rising interest rates, and persistent inflation we saw in 2022, many investors are wondering what they should expect from the markets in 2023 (and beyond). While we can’t predict exactly what…
2022-12_Don’t Let 2023 Catch You Unprepared CANVA
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Don’t Let 2023 Catch You Unprepared: Review Your Financial Plan

By Jeff Gilbert Every new year brings with it renewed energy and commitments to improve—not just yourself, but improving your finances, strengthening your savings, and planning for the future. At Balboa Wealth Partners, we believe that…
2022-12_Wishing you a happy holidays
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Balboa Wealth Partners Wishes You Happy Holidays!

Balboa Wealth Partners wishes you a happy holiday season. We hope this holiday season brings you joy.
2022-11_Your Year End Checklist
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Your End-of-the-Year Checklist for Small Business Owners

By Jeff Gilbert It’s hard to believe that another tax season is just around the corner, but 2022 is almost at an end. With a lot of the pandemic-era programs petering out, it’s important to know what lies ahead to be prepared for what’s…