Tessa Sternberg

Today, I’m welcoming one of my closest and lifelong friends (and clients!), Stan, into my home in Tahoe for a few days.

By Frank Mannino March is the greatest time of year for folks like me fortunate enough to live in a place where the seasons actually change. After months of dreary...

At One Wealth Advisors, a primary driver behind the growth of our business has been from client referrals. Our philosophy has been that the more we focus on client service and planning, the more clients might be inclined to introduce us to a friend, family member or any other individual in their network. Upon being introduced to a prospective client, oftentimes we are asked, “What is your minimum?” When we first started One Wealth my favorite answer was to say, “Our minimums are nice people!”

By Kevin Cohen We spend endless hours crafting financial plans for clients, but there’s another kind of plan that’s just as crucial yet often overlooked: an emergency plan. Life doesn’t...

As the resident technology lead at One Wealth Advisors, last week I had the opportunity to attend the Coachella of tech conferences: Dreamforce. Dreamforce is sponsored by Salesforce, a company that builds Client Relationship Management (CRM) systems for organizations, including OWA. The theme of this year’s conference was Generative Artificial Intelligence (AI) and how it can help different types of companies, including Financial Planning firms, in a variety of areas, such as predictive analytics, risk management and AI enhanced customer solutions.

With this year’s election behind us, you may be wondering if any adjustments are needed for your investment portfolio.

By Elizabeth Brotz At the start of this year, I made a commitment to practice yoga regularly. I was coming off a few injuries in 2024 and at first, it...

My mom has always been a caretaker — not by profession, but by nature. She spent years caring for my grandmother as her health declined, and after my grandmother passed, she devoted herself to taking care of my stepdad for over a decade. She did all of this while holding down a full-time job and taking care of us. She has such a big heart and generosity that often knows no bounds.

This weekend, I waited in line for two hours at the Heath Ceramics store in Sausalito for a rare factory sale. Products that were not quite up to store standards were discounted, making the set of four coffee mugs I purchased slightly more reasonably priced.