One Wealth Perspectives

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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November 29, 2023 in One Wealth Perspectives

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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November 22, 2023 in One Wealth Perspectives

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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November 15, 2023 in One Wealth Perspectives

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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November 8, 2023 in One Wealth Perspectives

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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November 1, 2023 in One Wealth Perspectives

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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October 25, 2023 in One Wealth Perspectives

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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October 18, 2023 in One Wealth Perspectives

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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October 11, 2023 in One Wealth Perspectives

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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October 4, 2023 in One Wealth Perspectives

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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September 27, 2023 in One Wealth Perspectives

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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September 20, 2023 in One Wealth Perspectives

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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September 13, 2023 in One Wealth Perspectives

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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September 6, 2023 in One Wealth Perspectives

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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August 30, 2023 in One Wealth Perspectives

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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August 23, 2023 in One Wealth Perspectives

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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August 16, 2023 in One Wealth Perspectives

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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August 9, 2023 in One Wealth Perspectives

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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August 2, 2023 in One Wealth Perspectives

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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July 26, 2023 in One Wealth Perspectives

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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July 18, 2023 in One Wealth Perspectives

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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July 11, 2023 in One Wealth Perspectives

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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June 27, 2023 in One Wealth Perspectives

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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June 22, 2023 in One Wealth Perspectives

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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June 20, 2023 in One Wealth Perspectives

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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June 13, 2023 in One Wealth Perspectives

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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June 6, 2023 in One Wealth Perspectives

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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May 16, 2023 in One Wealth Perspectives

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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April 18, 2023 in One Wealth Perspectives

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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