One Wealth Perspectives

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 Megan Grant Trying to time the market is like planning a trip with kids - it never goes as smoothly as you hope. You can have everything mapped out,...

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...

By David Steele In our weekly team meeting last week it was announced that One Wealth Advisors surpassed $1 billion in assets under management, a level which was impossible for...

In response to my colleague Liz Brotz’s May 22, 2024, One Wealth Perspective…

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!”

I’m a Philadelphia sports fan and for those that don’t follow sports or do follow sports, but don’t pay close attention to the Philly sports scene, allow me to fill you in – we’re cursed.