Financial Commentary

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…
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,…

Retirement Commentary

Investment Updates

BWP Weekly Market Commentary

BWP Weekly Market Commentary

BWP Weekly Market Commentary

BWP Weekly Market Commentary

How I invest CANVA

BWP Weekly Market Commentary

BWP Weekly Market Commentary

Balboa Platform

General

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…
Retiring Comfortably: Determining Your Retirement Savings Target
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Retiring Comfortably: Determining Your Retirement Savings Target

By Jeff Gilbert How much cash do you need in order to kick back in retirement? The experts throw around figures like 55-80% of your pre-retirement income, but is that the full story? Spoiler alert: it’s not. Your dream retirement is…
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…
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,…