Tessa Sternberg

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 One Wealth Advisors, some of us work from and live in different locations. One might think our company culture would be waning because of this distance,...

I received an email alert the other day from a credit monitoring service that my name, mailing and email address, phone number, SSN and DOB had been part of a data breach.

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.

If someone asked you today, how do you feel about the economy, what would you say? What about the stock market? If you follow the news, what is your perception of 2023? These questions may feel quite loaded, but they have been on my mind as we approach the end of the year. 

If someone asked you today, how do you feel about the economy, what would you say? What about the stock market? If you follow the news, what is your perception of 2023? These questions may feel quite loaded, but they have been on my mind as we approach the end of the year. 

By Elizabeth Brotz Have you noticed the subtle changes in the air? It’s a little thinner, a little cooler — at least here in Truckee. Autumn is on its way,...

By Eleanor Hall Life update: I joined an Advisory Board :) More specifically, I joined the board of an organization near and dear to my heart: Oasis for Girls. OFG...