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…
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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.
Originally Published February 3, 2014 “An investment in knowledge pays the best interest.” -Benjamin Franklin Investing should be more like watching paint dry or watching grass grow. If you…
As this humorous, 32 second video demonstrates, there are no requirements to call yourself a financial planner. There is no testing, no licensing, no registration and no regulation. In contrast,…
Imagine you could make a transformative donation to a non-profit of your choice, increase your income and leave more for your heirs, all while giving less to the Internal Revenue Service….
This video features Kevin discussing the importance of organizing your financial records and determining which documents are keepers and for just how long. In fact, we find this process so…
This video covers what tends to be a darker area of one’s financial well-being: scams. Having been in the financial industry for over 25 years, Kevin discusses some common manifestations…
This video covers a topic that hits close to home at Bourke Wealth Management and with our clients: retirement spending. With the evolving challenges of funding 20 to 30 years…
The New Year’s New Tax With another year in the books we can look back at what we hope for you was a terrific 2013. We survived a Government shutdown,…
More Taper Talk It feels like 2013 is all but behind us, and with each new statistical report we had word of the Federal Reserve tapering their $85 billion bond…
A Disappointing Black Friday…Weekend? Although there has been much noise about adding Thanksgiving Day to Black Friday, creating a four day shopping extravaganza, the sales figures do not support the…
Are U.S. Markets Bubbling Up? With new all-time highs this week in the S&P500 and the Dow Jones Industrial Average (DJIA), many are starting to worry about potential bubbles, especially…
A Little Skepticism Goes a Long Way We recently received an email from a client requesting their current account balances. On the surface, this small request seems harmless, right? Well,…
The Grandest of Tea Parties As of late, the GOP’s Tea Party has been in the public spotlight. However, unbeknownst to many, the global tea industry is the bigger reason…
You can always learn from a bad example. If you’ve ever heard me discuss my philosophy on investing, you know that I believe in the institutional process. I even committed…
In November, 2012 the Pacific Coast Business Times ran the following article in which Kevin gives helpful advice for people planning their retirement.
“What’s a wealth manager anyways? Don’t you all call yourselves wealth managers? I can’t tell any of you apart. ” That question has been asked of me many times over…
This review of Kevin Bourke’s book, Make Your Money Last a Lifetime®, originally appeared in Kirkus Review’s June 1st, 2013 issue. To view a PDF of the review, continue reading or click…
Jane was having the time of her life. The family business had been successful over the decades and she and her husband, Ralph, were enjoying all the things they’d dreamed…