Financial Commentary

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…
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…

Retirement Commentary

Financial Planning for Aging Parents
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Financial Planning for Aging Parents

Caring for an aging parent can be overwhelming. Here are 5 strategies to prepare financially for elderly parents.
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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…
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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.…
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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…
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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,…
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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.…

Investment Updates

Balboa Platform

Announcing Our New Team Member: R. Brooks Brydges

Balboa Wealth Partners is pleased to announce the newest addition to our team! As a holistic financial management firm, we always strive to offer exceptional service and focused, personal attention. Our goal is to have the expertise and experience…
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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…

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

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…
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…