One Wealth Advisors

Haven’t filed your 2020 taxes yet? The Wall Street Journal has reported that the IRS has extended the federal income tax filing due date for individuals to May 17 as we keep dealing with the COVID-19 pandemic and its ripple effects.

From our family to yours, wishing you a safe and happy New Year!

The Monday When America Came Back

On behalf of the entire One Wealth team, we’d like to wish you and your family a happy and healthy Thanksgiving!

Have you ever wondered how much you should spend in retirement? Switching your mindset from saving to spending could be difficult, but it’s always a good idea to have a plan in place.

Have you ever stopped to think what does living well mean to you? This is one of the questions posed by Jennifer Risher in this article to help one figure out their relationship with money and wealth.

If you have or were thinking about opening a 529 plan, this article has some great tips on how to spend the funds in these college savings accounts when the time comes.

This article highlights the top 10 best community colleges in the country, according to WalletHub and two are located here in the Bay Area!

When the Stock Market and Economy Seem Disconnected

"The Federal Open Market Committee concluded its two-day meeting Wednesday and held interest rates steady, as expected."

Whether it be politics or a pandemic, investors tend to wonder what will happen to their portfolios in the midst of uncertainty. But it’s times like these when it’s paramount to cancel the noise and focus on the long-term outcomes of your financial plan instead of having the urge to time the market.

After almost four months of working from home, many people have been able to find their groove in what has become the new normal for most of us. For those of us who have small kids at home, it can add another level of stress and can be extra challenging to feel productive. Even though we might not be able to take short breaks from our parenting duties, it’s important to take a break from work and come up for air. Something as little as carving out 15 minutes to play with my son or sitting down to feed him lunch, free from the distraction of work, has helped me clear my mind and focus throughout the day. Megan

"Boats, Pools and Home Furnishings: How the Lockdown Transformed Our Spending Habits"

"Day-to-day market swings don’t necessarily reflect what’s going on in the true economy.

"This is the greatest 50-day rally in the history of the S&P 500"

Eliminating stress is easier said than done, but you can relieve it by focusing on the things within your control.

If you’re wondering how the unemployment levels today compare to those experienced during the Great Depression, this article might give you some clarity.

Productivity experts say one of the best ways to maintain focus in a new environment is to establish a sense of routine.