One Wealth Perspectives

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 Frank Mannino In 1963 – the year my parents met – Brooklyn was a mosaic of ethnicities, its population heavily Jewish and Italian. Both groups had arrived in droves...

By Kevin Cohen As someone in their fifties, watching the Tyson-Paul fight hit differently. My friends were all-in on Tyson taking the win, convinced his raw power and legendary grit...

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,...

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.

I was recently reading about SpaceX’s most recent rocket launch where they were able to “catch” a large rocket booster, which had never been done before (and maybe only recently contemplated). Regardless of how one might feel about Elon Musk, we can probably most agree that he is, if anything, bold. Reading this news and thinking about Elon Musk’s boldness made me think about the act of demystification, an experience that literally 100 percent of all human beings have had.