Financial Commentary

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,…
Bank Collapse
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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…
2023-3_leave a lasting legacy
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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…
2023-2_5 investment trends CANVA (1)
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5 Investment Trends to Watch in 2023

By Jeff Gilbert With all the market volatility, rising interest rates, and persistent inflation we saw in 2022, many investors are wondering what they should expect from the markets in 2023 (and beyond). While we can’t predict exactly what…
2022-12_Don’t Let 2023 Catch You Unprepared CANVA
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Don’t Let 2023 Catch You Unprepared: Review Your Financial Plan

By Jeff Gilbert Every new year brings with it renewed energy and commitments to improve—not just yourself, but improving your finances, strengthening your savings, and planning for the future. At Balboa Wealth Partners, we believe that…
2022-12_Wishing you a happy holidays
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Balboa Wealth Partners Wishes You Happy Holidays!

Balboa Wealth Partners wishes you a happy holiday season. We hope this holiday season brings you joy.

Retirement Commentary

Three Unexpected Reasons Your Retirement Plan May Fail

We all desire to have a secure retirement where we can focus on our passions without having to worry about money. But according to the Employee Benefit Research Institute’s 2017 Retirement Confidence survey, 82% of American workers do not…

Investment Updates

Balboa Platform

General

2023-2_5 investment trends CANVA (1)
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5 Investment Trends to Watch in 2023

By Jeff Gilbert With all the market volatility, rising interest rates, and persistent inflation we saw in 2022, many investors are wondering what they should expect from the markets in 2023 (and beyond). While we can’t predict exactly what…
2022-12_Don’t Let 2023 Catch You Unprepared CANVA
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Don’t Let 2023 Catch You Unprepared: Review Your Financial Plan

By Jeff Gilbert Every new year brings with it renewed energy and commitments to improve—not just yourself, but improving your finances, strengthening your savings, and planning for the future. At Balboa Wealth Partners, we believe that…
2022-12_Wishing you a happy holidays
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Balboa Wealth Partners Wishes You Happy Holidays!

Balboa Wealth Partners wishes you a happy holiday season. We hope this holiday season brings you joy.
2022-11_Your Year End Checklist
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Your End-of-the-Year Checklist for Small Business Owners

By Jeff Gilbert It’s hard to believe that another tax season is just around the corner, but 2022 is almost at an end. With a lot of the pandemic-era programs petering out, it’s important to know what lies ahead to be prepared for what’s…
3 ways to make your money last
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3 Tips to Make Your Money Last a Lifetime

Excited about your retirement bucket list? Don’t let worry about running out of money spoil your dream retirement. Check out these 3 tips!
4 steps to take toward
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4 Steps to Take Toward Your Dream Retirement

Don’t let the present moment pass you by as you work toward retirement. Here are 4 ways to start living your retirement dream now!