Financial Commentary

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…
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…

Retirement Commentary

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

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generational wealth
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Generational Wealth: Building Legacy Without Creating Dependency

Discover how to build generational wealth that empowers heirs instead of creating dependency. Proven strategies for lasting family legacy and financial independence.
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The Millionaire’s Dilemma: Why Successful People Still Experience Financial Anxiety

Even successful individuals face financial anxiety. Clear planning and expert guidance can reduce worry and create lasting confidence.
The Psychology of Enough: Defining Financial Success on Your Own Terms cover

The Psychology of Enough: Defining Financial Success on Your Own Terms

Discover how to define financial success on your own terms. Learn strategies to align wealth with your lifestyle, values, and goals.
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Business Owner’s Exit Timing: When to Sell and Tax Optimization Strategies

Discover how tax optimization strategies can maximize proceeds when selling your business. Timing, structure, and planning protect your hard-earned wealth.
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Post-Divorce Financial Reset: Rebuilding Your Financial Plan After Separation

Divorce can reshape your finances. Discover how divorce financial planning helps you rebuild stability and plan for a confident future.
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Remote Work Economics: Tax Planning for Digital Nomads and Hybrid Professionals

Remote work brings unique tax challenges. Discover how effective tax planning helps digital nomads and hybrid professionals stay compliant and confident.