One Wealth Perspectives

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.

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.

As women’s history month unfolds, it has sparked a period of reflection for me, particularly about women in finance.

This week, my family celebrated a heartwarming milestone: the birth of my niece’s baby, Matthew. It symbolizes the beginning of a new chapter, full of potential, dreams, and the promise of growth. This event, joyous and filled with hope, mirrors the journey we undertake in our financial lives – a journey of preparation, foresight, and commitment to future generations.