Financial Commentary

Our Midyear 2024 Market Update
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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…
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…
The Difference Between Investment Management and Financial Planning
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The Difference Between Investment Management and Financial Planning

Wondering the difference between financial planning and investment management? Contact Balboa Wealth Partners in Newport Beach, CA, or Scottsdale, AZ, for a free consultation.
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,…

Retirement Commentary

Investment Updates

BWP Weekly Market Commentary

BWP Weekly Market Commentary

BWP Weekly Market Commentary

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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…

BWP Weekly Market Commentary

BWP Weekly Market Commentary

Balboa Platform

General

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.
How I invest CANVA
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How I Invest My Own Money

Successful money management and investing techniques don’t have to be shrouded in mystery. Here’s how I invest my own money!
Fee-Only Financial Advisor
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What Is a Fee-Only Financial Advisor and Why Does it Matter?

Looking for a financial advisor? Here is why you should choose a fee-only financial advisor.
the cost of putting off financial planning
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The Cost of Putting Off Financial Planning

By Jeff Gilbert With everything on your overflowing plate, organizing your finances probably keeps getting put on the back burner. We get it. Whether it be insurance planning, filing taxes, or putting together an estate plan, most people…