One Wealth Perspectives

November 29, 2023 in One Wealth Perspectives

Mixed Signals

By Karime AzarIf 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…
Read More
November 22, 2023 in One Wealth Perspectives

What’s Next?

By Elizabeth BrotzAbout 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,…
Read More
November 15, 2023 in One Wealth Perspectives

Work Family

By Eleanor HallLast week, WeWork, a company known for the lofty goal of creating community in the office space, filed for bankruptcy. WeWork was my first job out of college,…
Read More
November 8, 2023 in One Wealth Perspectives

Putting it out there!

By David SteeleFor those of you that know me well, you know I have a tendency to take on projects that consistently challenge me - and the results have often…
Read More
November 1, 2023 in One Wealth Perspectives

Boo!

By Tessa SternbergDid I scare you? You want to know what’s been scaring me lately? Unprecedented weather. The ceiling of my room, which is the shape of a coffin. A…
Read More
October 25, 2023 in One Wealth Perspectives

What lives in my head rent free

By David Neeve As you may have seen, heard, or read, there was a very short lived trend last month on TikTok, X, and Instagram Reels that uncovered a subset…
Read More
October 18, 2023 in One Wealth Perspectives

Planning for the Future

By Alexander Schmitz Today I sent my daughter off to her first day of toddler “school.” This new phase will be her first time leaving the house for the whole…
Read More
October 11, 2023 in One Wealth Perspectives

Gooooooooooooaaaaaaaaaals!!!!

By Frank ManninoThose of you that are soccer fans will get the pun. As a young lad in high school, I was a mediocre student for reasons that I won’t…
Read More
October 4, 2023 in One Wealth Perspectives

Patience

By Jonathan SteeleMost clients know we preach asset allocation, which is an investment approach that helps spread your risk and opportunity across a variety of stocks, bonds and other investments.…
Read More
September 27, 2023 in One Wealth Perspectives

Welcome, Thomas!

By Kevin Cohen 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…
Read More
September 20, 2023 in One Wealth Perspectives

Artificial Intelligence’s Role in Creativity

By David SantosAs 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,…
Read More
September 13, 2023 in One Wealth Perspectives

Estate Planning 101

By Elizabeth BrotzEstate planning is an integral part of wealth management, and it’s essential to have several basic estate planning documents in place including a will, a durable power of…
Read More
September 6, 2023 in One Wealth Perspectives

Prolonging Happiness

By Karime AzarAs human beings, sometimes when we set goals for ourselves, we want to see results fast. But focusing on immediate results can get in the way of what…
Read More
August 30, 2023 in One Wealth Perspectives

The Pathways We Build

By Eleanor HallDavid’s writing last week touched on perfectionism and creating meaning during his twenties. As someone in my twenties who thinks a lot about what creates meaning in my…
Read More
August 23, 2023 in One Wealth Perspectives

The keys to life, as I see them

By David SteeleWhen I was in my twenties, I spent the better part of a decade trying to be, as I now reflect upon it, perfect. I was in therapy…
Read More
August 16, 2023 in One Wealth Perspectives

Girl Economics

By Tessa SternbergOn August 6, “Barbie” made a billion. The film, directed by Greta Gerwig, is the second highest grossing release in the history of Warner Bros. So far, it…
Read More
August 9, 2023 in One Wealth Perspectives

Goals vs Systems

By David Neeve "Goals are for people who care about winning once. Systems are for people who care about winning repeatedly." I received the above quote in an email last…
Read More
August 2, 2023 in One Wealth Perspectives

Planning for College

By Alexander Schmitz When I first started college at CU Boulder, there were plenty of opportunities to expand my knowledge and be an engaged student. There were also just as…
Read More
July 26, 2023 in One Wealth Perspectives

Sowing the Seeds of Integrity

By Frank ManninoSeveral years ago (15 years is now “several” at my age) I took my then 8-year-old son out to play catch. Living in the concrete jungle of Philadelphia,…
Read More
July 18, 2023 in One Wealth Perspectives

Portfolio Diversification and Networking

By Jonathan SteeleI often review client portfolios and think about the role diversification plays in each. Although technical, the basics of portfolio diversification are quite simple: include a set of…
Read More
July 11, 2023 in One Wealth Perspectives

Retirement: To retire or not to retire?

By Kevin Cohen Earlier this year when Tessa, the newest and youngest member of the One Wealth Team, wrote February’s theme of retirement planning it made me think of how…
Read More
June 27, 2023 in One Wealth Perspectives

Succession

By David Santos Estate planning can be complicated and emotionally stressful. I recently finished the HBO series “Succession,” in which the show takes the concept of the inheritance of a…
Read More
June 22, 2023 in One Wealth Perspectives

Who Teaches Us

By Eleanor HallAs some of you may know but others may not, One Wealth Advisors has a high school intern! Her name is Nathalee and she is just about to…
Read More
June 20, 2023 in One Wealth Perspectives

Is There a Right Time to Create 401 Memories?

By Karime Azar As I was pondering what to write about this week, I decided to take a little break and spend some time on social media. After watching a…
Read More
June 13, 2023 in One Wealth Perspectives

You got this!

By Elizabeth BrotzThe team at One Wealth has accumulated quite a few full and half marathon runners as of late. Whether there is a correlation between finance and endurance running,…
Read More
June 6, 2023 in One Wealth Perspectives

Welcome Back! You Have 3,867 Unread Emails.

By Megan GrantOh, that familiar feeling of dread returning to your inbox after a week of being out of office. How do you avoid the inevitable feeling of drowning in…
Read More
May 16, 2023 in One Wealth Perspectives

You Should Probably Let it Go

By Tessa SternbergOver the holidays, my dad gave me a stack of wooden blocks wrapped in a bow. They looked like the pieces of wooden railroad tracks my brother and…
Read More
April 18, 2023 in One Wealth Perspectives

Financial Literacy Month

By Jonathan SteeleApril is recognized as financial literacy month which, according to the department of higher education, reminds us to focus on learning as well as establishing and maintaining healthy…
Read More
April 11, 2023 in One Wealth Perspectives

Anything is Possible

By Kevin Cohen Traveling with my family to Europe this winter break was truly a transformative experience. Days were filled with excitement and intrigue, and the experience left a marked…
Read More
April 4, 2023 in One Wealth Perspectives

Fortune Favors the Bold

By David SantosYou never know where life is going to take you. During undergrad at San Francisco State University, I lived with a cousin who had recently graduated from the…
Read More
March 28, 2023 in One Wealth Perspectives

#Goals!

By Karime AzarI have always wanted to run a marathon. Doing so had been on my “to-do” list for a while, but I kept waiting for the perfect time to…
Read More
March 21, 2023 in One Wealth Perspectives

Moving the Needle

By Elizabeth BrotzAs we continue Women’s History Month and, after reading my colleagues’ thoughtful and empowering articles, I began to think about its origin and the meaning it holds to…
Read More
March 14, 2023 in One Wealth Perspectives

Toddlers & Tortillas

By Megan GrantAs a parent to a toddler, my world is filled with chaos. As most parents would probably agree, the toddler stage is an interesting one. One minute could…
Read More
March 7, 2023 in One Wealth Perspectives

Landing in the Unexpected

By Eleanor Hall Welcome to Women’s History Month -- the women of One Wealth Advisors are taking over! As I dive deeper into the financial industry, having had no prior…
Read More
February 28, 2023 in One Wealth Perspectives

Advice and Probabilities

By David Steele I went to the doctor today. I’d been having trouble with my allergies and sleep. The doctor prescribed me a medication to use in conjunction with the…
Read More
February 21, 2023 in One Wealth Perspectives

Early & Often

By Tessa SternbergI’m wondering how I got here. Why I, the newest and youngest member of the One Wealth team, am writing to you about February’s theme of Retirement Planning.…
Read More
February 14, 2023 in One Wealth Perspectives

To Roth or Not to Roth

By David Neeve To Roth or not to Roth – this is a question that we often hear from clients who participate in their employer sponsored 401K or 403B plans…
Read More
February 7, 2023 in One Wealth Perspectives

Financial Independence versus Retirement

By Alexander Schmitz For most people, there is a general consensus that you should grind it out with a job for many years in order to ultimately reach a point…
Read More
January 31, 2023 in One Wealth Perspectives

An Ounce of Prevention Equals a Pound of Cure

By Frank ManninoFinancial Planning is a process, and at it’s core, one that is ongoing. At One Wealth Advisors, our aim is to develop financial plans for clients with the…
Read More
January 24, 2023 in One Wealth Perspectives

Where’s your focus?

By Karime Azar A survey conducted last year found that money remains the top source of stress for Americans, regardless of income. Understandably, a combination of recent events such as high inflation,…
Read More
January 17, 2023 in One Wealth Perspectives

A Plan Can Help Your Complicated Relationship With Money

By Jonathan Steele A healthy relationship requires accountability, so why would we treat our relationship with money any differently, and why does the topic of money create anxiety in relationships?…
Read More
January 10, 2023 in One Wealth Perspectives

1st Annual Letter from David

By David SteeleThis week, I am interrupting our weekly thoughts with an annual piece that I plan on writing each January going forward. The purpose of this piece is to…
Read More
January 3, 2023 in One Wealth Perspectives

The Best Investment You Can Make

By David NeeveWe dedicate the month of January to the broad topic of financial planning and I have the pleasure of writing the 2023 inaugural Thought of the Week. Last…
Read More