Lessons from the Bench
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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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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Work Family
Last 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, my introduction…
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Putting it out there!
For 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 been incredibly…
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Boo!
Did 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 death count…
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What lives in my head rent free
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 of people that…
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Planning for the Future
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 day on a…
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Goals!!!!
As a young lad in high school, I was a mediocre student for reasons that I won’t get into, but could be a whole other discussion. When I got to…
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Patience
Most 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. Well, it…
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Welcome, Thomas!
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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Artificial Intelligence’s Role in Creativity
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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Estate Planning 101
Estate 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 attorney, and…
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Prolonging Happiness
As 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 we want…
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The Pathways We Build
David’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 life, lately…
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The keys to life, as I see them
When 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 every week,…
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Girl Economics
On 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 has outpaced…
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Goals vs Systems
“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 week from ‘Atomic…
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Planning for College
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 many (if not…
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Sowing the Seeds of Integrity
Several 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, it’s sometimes…
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Portfolio Diversification and Networking
I 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 investments that…
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Retirement: To retire or not to retire?
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 we are all…
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Succession
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 family business to…
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Who Teaches Us
As 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 graduate from…
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Is There a Right Time to Create 401 Memories?
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 few videos, I…
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You got this!
The 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, I don’t…
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Welcome Back! You Have 3,867 Unread Emails.
Oh, 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 a pool…
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You Should Probably Let it Go
Over 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 I would…
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Financial Literacy Month
April 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 financial habits.…
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Anything is Possible
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 impression on me.…
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Fortune Favors the Bold
You 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 same school.…
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