One Wealth Perspectives

December 11, 2024 in One Wealth Perspectives

Pizza Bagels

By Frank ManninoIn 1963 – the year my parents met – Brooklyn was a mosaic of ethnicities, its population heavily Jewish and Italian. Both groups had arrived in droves earlier…
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December 4, 2024 in One Wealth Perspectives

Giving Thanks

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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November 27, 2024 in One Wealth Perspectives

Father Time Waits for No One, But Don’t Count Me Out Yet

By Kevin Cohen As someone in their fifties, watching the Tyson-Paul fight hit differently. My friends were all-in on Tyson taking the win, convinced his raw power and legendary grit…
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November 21, 2024 in One Wealth Perspectives

What’s in the Box?

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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November 13, 2024 in One Wealth Perspectives

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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November 6, 2024 in One Wealth Perspectives

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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October 30, 2024 in One Wealth Perspectives

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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October 23, 2024 in One Wealth Perspectives

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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October 16, 2024 in One Wealth Perspectives

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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October 9, 2024 in One Wealth Perspectives

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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October 2, 2024 in One Wealth Perspectives

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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September 25, 2024 in One Wealth Perspectives

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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September 20, 2024 in One Wealth Perspectives

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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September 11, 2024 in One Wealth Perspectives

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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September 5, 2024 in One Wealth Perspectives

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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August 29, 2024 in One Wealth Perspectives

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 21, 2024 in One Wealth Perspectives

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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August 14, 2024 in One Wealth Perspectives

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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August 7, 2024 in One Wealth Perspectives

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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July 31, 2024 in One Wealth Perspectives

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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July 17, 2024 in One Wealth Perspectives

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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July 10, 2024 in One Wealth Perspectives

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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July 3, 2024 in One Wealth Perspectives

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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June 26, 2024 in One Wealth Perspectives

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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June 20, 2024 in One Wealth Perspectives

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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June 12, 2024 in One Wealth Perspectives

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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June 5, 2024 in One Wealth Perspectives

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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May 30, 2024 in One Wealth Perspectives

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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May 22, 2024 in One Wealth Perspectives

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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May 15, 2024 in One Wealth Perspectives

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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May 8, 2024 in One Wealth Perspectives

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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May 1, 2024 in One Wealth Perspectives

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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April 24, 2024 in One Wealth Perspectives

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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April 17, 2024 in One Wealth Perspectives

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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April 11, 2024 in One Wealth Perspectives

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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April 3, 2024 in One Wealth Perspectives

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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March 27, 2024 in One Wealth Perspectives

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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March 20, 2024 in One Wealth Perspectives

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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March 13, 2024 in One Wealth Perspectives

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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March 6, 2024 in One Wealth Perspectives

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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February 28, 2024 in One Wealth Perspectives

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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February 14, 2024 in One Wealth Perspectives

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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January 31, 2024 in One Wealth Perspectives

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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January 24, 2024 in One Wealth Perspectives

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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January 17, 2024 in One Wealth Perspectives

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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January 10, 2024 in One Wealth Perspectives

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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January 3, 2024 in One Wealth Perspectives

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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December 27, 2023 in One Wealth Perspectives

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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December 20, 2023 in One Wealth Perspectives

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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December 13, 2023 in One Wealth Perspectives

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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