By Elizabeth Brotz This spring, I finally admitted defeat: the fiddle leaf fig had to go. It held on through too much shade, not enough water, and a few pep...
Read More
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.
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...
Read More
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!”
On my way to Hebrew school one Saturday, I vividly remember being so bummed I was not going to baseball practice or basketball practice.
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...
Read More
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.
