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…
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…
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 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…
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…
Retirement Commentary
Do You Have Multiple Retirement Plans? How to Consolidate and Maximize Returns
By Jeff Gilbert
Forward-thinking people have been saving for retirement since day one on the job. So it’s not uncommon to have multiple retirement accounts—both from previous employers and plans set up individually. Does this apply to…
Client Profile: How I Help My Clients Retire Early
By Jeff Gilbert
At Balboa Wealth Partners, our goal is to help our clients retire and enjoy their golden years the way that they want to. Often, our clients come to us with an array of retirement goals that may seem difficult to obtain.…
Personal IRA Vs. Employer-Sponsored Retirement Plans
By Jeff Gilbert
I’m willing to bet that after the year we’ve just had, you’re looking forward to an enjoyable retirement! But not so fast. Those golden years don’t come without active planning and saving. There are countless…
Don’t Outlive Your Money: 3 Retirement Budget Tips
By Jeff Gilbert
Retirement is a milestone unlike any other, but rather than eagerly anticipating these golden years, almost half of all Americans worry about running out of money in retirement. (1) Are you one of them? Even if you’re not,…
5 Ways To Prepare For A More Affordable Retirement
By Jeff Gilbert
Retirement is expensive. That’s one thing everyone can agree on. But what if there were steps you could take now to actively reduce the amount of money you’ll need later on? That’s exactly what we’ll talk about today.…
The Top 4 Retirement Regrets
The closer you get to retirement, the more excited you probably get. It’s a milestone we often start thinking about as soon as we enter our working years, and many of us relish the idea of slowing down, changing pace, and finally having all…
Investment Updates
BWP Weekly Market Commentary
https://vimeo.com/912612725
Balboa Platform
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…
Why I Became a Financial Advisor
Some kids like cheering for a particular sports team or joining a club. I enjoyed following the stock market. At an early age, I discovered Wall Street and quickly became fascinated with the stock market and how the economy worked.
In my…
General
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 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…
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…
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,…
SVB & Signature Bank Collapsed: Why Banks Fail & How to Protect Your Savings
By Jeff Gilbert
Banks play a vital role in the economy, providing individuals and businesses with access to cash, credit, and other financial services. Despite their importance, however, banks can fail. And when they do, the effects often…
Leave a Lasting Legacy: What Inheritance Are You Passing On to Your Kids?
By Jeff Gilbert
When we think about the legacy we want to leave for our children, it goes beyond just money. We want to make sure our gift to them provides stability for many years. We don’t want to pass on a jumble of assets, debts, and…
Balboa Wealth Partners
Newport Beach, CA Office
130 Newport Center Drive, Ste. 240
Newport Beach, CA 92660
Scottsdale, AZ Office
6263 N. Scottsdale Road, Ste. 265
Scottsdale, AZ 85250
Disclosures
Balboa Wealth Partners, INC. is an SEC-registered investment advisor. Advisory services are only offered to clients or prospective clients where Balboa Wealth Partners, and its representatives are properly licensed or exempt from licensure.