Financial Commentary

Five Steps to Get Your Financial House in Order

Did you know that four in ten Americans admit that they prefer not to think about money? (1) This isn’t all too surprising as, for many people, finances can seem complicated and overwhelming, and many people suffer from decision fatigue and…

Jumpstart Your Financial Plan for 2018!

How are you doing on your New Year’s resolutions? Hopefully you aren’t part of the 80% of Americans who discard their resolutions by February, (1) but if you are, remember that there’s nothing magical about January 1st. No matter where…

What Should You Do During a Stock Market Decline?

The markets took a big dip on Monday, with the DOW losing 1,500 points for the first time in a single day and the S&P 500 down more than 4%. The CBOE Volatility Index, which measures fear in the market, saw its biggest one day increase in…

Stocks and Company Spending Up on News of Tax Bill, But What Does it Mean for You?

On Wednesday, December 20, 2017, the House passed a tax bill, which will be signed into law by President Trump. Since the campaign trail, President Trump has promised tax reform and this bill entails a number of changes to the U.S. tax code…

Ten Financial Actions to Take Before the Ball Drops!

As hard as it is to believe, 2017 is almost over! While December is often a celebratory time of the year as we enjoy the holidays and spend time with our families, it can also be overwhelming and stressful for many of us. As we get ready to…

How to choose a financial professional

  Who is the right Financial Advisor for you?: 10 points to consider When is the right time to get your financial life in order? NOW. This is one priority that seems to be pushed to the back burner of our to-do list, however, should be front…

Retirement Commentary

Investment Updates

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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…

BWP Weekly Market Commentary

BWP Weekly Market Commentary

BWP Weekly Market Commentary

BWP Weekly Market Commentary

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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…

Balboa Platform

General

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Why I am Passionate About Being a Financial Advisor

By Jeff Gilbert So many people find themselves stuck in a career they aren’t passionate about or enjoy. In fact, two-thirds of people are disengaged with their job. I feel incredibly fortunate that I have a career I love and that I look…
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What We Do and How We Can Help

Many people think that only those who have mismanaged their money are stressed about finances. However, even the most successful and hard-working families can lack confidence in their financial future. With nearly three decades of experience…