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

BWP Weekly Market Commentary

BWP Weekly Market Commentary

BWP Weekly Market Commentary

Balboa Platform

General

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,…
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BWP Weekly Market Commentary

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BWP Weekly Market Commentary

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…