Beyond the Election
With this year’s election behind us, you may be wondering if any adjustments are needed for your investment portfolio.
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A Peek Inside
By Elizabeth BrotzAt 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, however…
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When Heart and Reality Collide
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,…
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Time Yields Appreciation
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…
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Everything Can Be Demystified
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…
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Key Steps for Securing Your Identity in a Breach-Ridden World
I received an email alert the other day from a credit monitoring service that my name, mailing and email address, phone number, SSN and DOB had been part of a…
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Building a Personal Community
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…
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I Won’t Grow Up
By Frank ManninoI recently returned from a trip to West Oxfordshire, England for a very special event that I dare say is always the highlight of my year. My dear…
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Fear of the Unknown
On my way to Hebrew school one Saturday, I vividly remember being so bummed I was not going to baseball practice or basketball practice.
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The Healing Power of the Beach
By Kevin Cohen Ever notice how a trip to the beach instantly lifts your spirits? It's not just the sound of waves, there's real science behind why the beach is…
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What’s For Dinner?
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…
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Figuring It Out
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…
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August Market Moves
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…
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Don’t Skip Leg Day
By Elizabeth BrotzHave 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, which…
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Rolling with the Market’s Tantrums
By Megan GrantTrying 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, all…
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What’s Your Why?
By Eleanor HallLife 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 empowers…
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Celebrate the process … not the results
By David SteeleIn 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 me…
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The Art of Spending Wisely: A Client’s Insight
In response to my colleague Liz Brotz’s May 22, 2024, One Wealth Perspective...
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Concentrated Wealth
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…
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Blueprint for Success: The Importance of Regular Financial Check-Ups
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…
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Higher for Longer?
On my way to Hebrew school one Saturday, I vividly remember being so bummed I was not going to baseball practice or basketball practice.
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Cherishing Simple Joys While Honoring the Memory of a Loved One
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…
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Home
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…
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Thank you, Thomas!
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…
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Money Can’t Buy Happiness
By Elizabeth BrotzMay 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 economic…
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It Runs in the Family
By Megan GrantI 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 a…
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Work Hard, Play Hard
By Eleanor HallFor 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 occupy…
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Perfectly Imperfect
By David SteeleI 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, after…
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Lessons from the Bench
By Tessa SternbergI 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 play…
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One Man’s Trash
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…
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Investing in Real Estate vs a Diversified Portfolio
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…
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Sportfolios
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…
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Congregation
On my way to Hebrew school one Saturday, I vividly remember being so bummed I was not going to baseball practice or basketball practice.
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This one’s for the girls
As women’s history month unfolds, it has sparked a period of reflection for me, particularly about women in finance.
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The Circle of Life
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…
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Going with the Flow
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…
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The All-or-Nothing Mindset
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…
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History of One Wealth Perspectives
So much of what we do each day focuses on our clients. From investing to banking to estate and tax analysis and beyond, each interaction attempts to help our clients…
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In Favor of the Scenic Route
There are multiple ways for me to get from Cole Valley, where I live in San Francisco, to the One Wealth Advisors office in the Mission each morning. While not…
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The Benefits of Many Hats
By David Steele I was in Tahoe this weekend and a close friend of mine drove up to snowboard with me. This friend has a company much like One Wealth…
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The E Word
In this ever-evolving digital age, where AI is not just a buzzword but an intimate part of our daily lives, it’s increasingly important to talk about the ‘E’ word –…
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Navigating the Challenges of Cognitive Decline and Financial Decision-Making
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…
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Nurture Relationships, Stay Connected
Yesterday – which happened to be January 1st, I was in my living room, on my bike, which I was riding via an app called Zwift and a machine called…
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Our Minimums are Nice People!
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…
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Giving Thanks To Our Clients
So much of what we do each day focuses on our clients. From investing to banking to estate and tax analysis and beyond, each interaction attempts to help our clients…
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AI – the good, the bad and the ugly!
I recently sat in on a presentation on Artificial Intelligence. What struck me was all the capabilities that AI offered. If you understand how to properly prompt it with questions,…
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Mixed Signals
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…
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What’s Next?
About five months ago, I wrote a One Wealth Perspective on an important goal I had set out to achieve: passing the CERTIFIED FINANCIAL PLANNER exam. On Friday, November 3rd,…
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