I’m sure you are watching the election developments with interest and wondering how the outcome will affect your investments. Politics are innately emotional. They bring up both hopes and fears….
Read More
Peter (not his real name) recently took a multi-week trip, which included a cruise through Scandinavia. On the cruise portion of the trip, Peter was diagnosed with a form of…
Over the past few years, we’ve seen more frequent reports of security breaches and data leaks. As technology gets more advanced and sophisticated, so do hackers. Last week, major news…
When I was young, we played Monopoly endlessly. Monopoly can be played for hours, sometimes days, if not for one challenge. What do you do when you run out of…
Many people do not know the signs of their online accounts being hacked and are thus not proactive about cybersecurity. Are you sure you are protected? Whether it be your…
Below are some tips and tricks for ensuring you have secure passwords that will effectively protect your accounts. What to avoid while making secure passwords: 1. Avoid common passwords, or…
Welcome to the cybersecurity kickoff! Kevin Bourke has created a cybersecurity webinar highlighting the importance of cybersecurity, and he explains what steps need to be taken to ensure you are…
Originally sent as client communication 5/17/2021 The last few weeks have brought a wave of questions regarding whether inflation is rearing its ugly head, so let’s address this topic….
As it became apparent that Covid was going to lock things down for a prolonged period I determined to make use of this opportunity to continue my education. To that…
This question was waiting for me when I opened my email this morning, July 6, 2020 and it’s a good question. It’s such a good question that I’ve been asked…
“This time is different” – John Templeton, one of the most respected investors in history. He wrote those words in his 1933 classic, “16 rules for Investment Success.” Taken out…
Christian Mayo Hernandez, the recipient of the 2019 Bourke Wealth Management Scholarship award administered by the Santa Barbara Scholarship Foundation, is an enthusiastic student who has proved his work ethic…
Kevin was recently interviewed on a local show, Design Center Santa Barbara, and answered questions such as:
How much can I spend in retirement? What is the biggest mistake people make in financial planning? Should parents help their kids financially? And more…
Chad is the recipient of the 2018 Bourke Wealth Management Scholarship award administered by the Santa Barbara Scholarship Foundation, kindly sent us the following letter. Congratulations, Chad!
Tony Suleiman Jr, the recipient of the 2017 Bourke Wealth Management Scholarship award administered by the Santa Barbara Scholarship Foundation, kindly sent us the following letter. Congratulations, Tony!
Read below what Mark Sylvester of 805Connect had to say about this podcast or click here to listen. “6 out of 10 adults fear running out of money.” Kevin...
Read More
In partnership with Santa Barbara Foundation, Bourke Wealth Management has created a scholarship for students who want to be financial planners. Here is what the Scholarship Foundation had to say about…
Santa Barbara, California – February 23, 2016 – Kevin Bourke, an independent financial advisor affiliated with LPL Financial at Bourke Wealth Management in Santa Barbara, California, announced today that he…
Kevin Bourke, an independent financial advisor affiliated with LPL Financial at Bourke Wealth Management in Santa Barbara, today announced that he was recognized as a top financial advisor and named to LPL’s Patriot’s Club.
As you meet with your CPA this tax season, I suggest you give them the following list of questions. Some CPAs may be too busy to do comprehensive tax projections as part of the tax-preparation appointment, but that should not preclude you from asking the following.