On July 4th, President Trump signed into law the “One Big Beautiful Big” (OBBB). Many changes were made, and we’ve had clients ask what they should be paying attention to, so we wanted to point out some of the highlights.…
For decades I’ve been helping clients determine what might be the optimal time to start Social Security. As I approach the age of 62 myself, I have to start running my own calculations (by the way, waiting to take Social…
Most of us have causes near and dear to our hearts. We love to support these causes and organizations for the work they do—not because we’re looking for a reward. But what if there was a way to support those…
As cost of living continues to rise while wages lag behind (Business Insider), it’s becoming increasingly important for young people to start saving early to secure their financial future. Unfortunately, financial literacy is often not passed down to younger generations. Here…
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. However, prudent investors do not allow emotions to drive their…
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 pneumonia and had to be taken to the nearest port…
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 outlets such as the LA Times reported a data breach…
Each year, Pacific Coast Business Times features a list of key players in Banking and Finance in the San Luis Obisbo, Santa Barbara and Ventura counties. Kevin Bourke, who has been featured several times in the past, was again selected as one…
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 money? Our solution was to buy another Monopoly game. My…
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 bank account, your email, or even your computer, there are…
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 words that can be guessed easily.You should avoid personal information…
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 protected online. Please follow this link to watch the 30-minute…
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. The Federal Reserve Chairman Jerome Powell said in late April, 2021,…
Each year, Pacific Coast Business Times features a list of key players in Banking and Finance in the San Luis Obisbo, Santa Barbara and Ventura counties. Kevin Bourke, who has been featured several times in the past, was again selected…
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 end I spent weeks taking online classes and watching educational…
Each year, Pacific Coast Business Times features a list of key players in Banking and Finance in the San Luis Obisbo, Santa Barbara and Ventura counties. Kevin Bourke, who has been featured several times in the past, was again selected…
Jack Canfield is the co-author of the Chicken Soup for the Soul series, which has more than 250 titles and 500 million copies in print in over 40 languages.
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 it dozens of times over the last few weeks. Many…
“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 of context, it sounds like, ‘this time really is different.’…
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 and determination will not waver. We are thrilled to grant…
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