One Wealth Perspectives

I would like to introduce our newest employee, Thomas Kone. I met Thomas and his family through our shared love of basketball. He is a good friend of my son Hayden, and we have known him and his family since the 7th grade (my, how time flies!). Thomas and Hayden played middle and high school basketball together. Thomas reached out to me earlier this year looking for a summer internship, and he joined us in June. As an intern, he was influential in helping us find new ways to more effectively utilize our technology platforms. Thomas brings a skill set that is, quite honestly, something we haven’t seen and he adds tremendous value to the team. He is currently working on his Bachelor of Science in Computer Science while helping us out on a part-time basis. It’s a really great feeling to see Thomas grow up and blossom right before my eyes, and I couldn’t be happier to have him join the One Wealth team. Welcome Thomas!

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. 

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.

By Elizabeth Brotz May is Mental Health Awareness Month. While it’s often said that “money can’t buy happiness,” financial stability can alleviate some of the stress and anxiety related to...

By Megan Grant I have extended family all over the world, some of whom I’ve never even met. I only recently found out that my mom had a brother and...

By Eleanor Hall For those who have yet to visit the One Wealth Advisors office on Valencia Street, situated above a knife shop, let me paint you a picture. We...

By David Steele I spent my twenties and thirties reading every book on metaphysics, psychology and philosophy that I could get my hands on. And then by my early forties,...

By Tessa Sternberg I was born to play. I love playing. I’ll play games. I’ll play with words, with my dog, with your dog. With a soccer or volleyball. I’ll...

Cognitive decline, a natural part of aging, can significantly impact an individual’s ability to make sound financial decisions. As we age, changes in cognitive abilities such as memory, attention, and executive function can subtly erode our financial acumen. This decline can range from simple forgetfulness to more severe forms of impairment like dementia. The effects are far-reaching, affecting everything from daily budget management to long-term financial planning. Alarmingly, the decline often goes unnoticed by the
individuals themselves, making them vulnerable to financial mistakes or exploitation.