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…
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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,…
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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,…
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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…
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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…
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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…
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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…
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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…
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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.…
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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…
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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,…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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,…
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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…
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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…
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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…
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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…
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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…
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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,…
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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…
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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…
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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…
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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…
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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…
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#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…
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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…
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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…
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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…
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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…
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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.…
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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…
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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…
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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…
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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,…
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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?…
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