Bourke Wealth Management is proud to announce that Kevin Bourke, the founder, was listed for the fourth time as one of the ‘Who’s Who’ in the June 8, 2018 issue.
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The Pacific Coast Business Times is a business oriented newspaper that covers three counties, Ventura, Santa Barbara and San Luis Obispo. Each year, the Pacific Coast Business Times prints “Who’s…
How much retirement income is enough? In this video, Marlena Lee, PhD, explains that the answer should be customized based on each individual’s lifestyle and income prior to retirement.
Several friends of mine camp, boat and waterski regularly at a nearby lake and invited me to accompany them one weekend not too long ago. They all have large, fancy…
Originally Published April 22, 2014 Now that tax day has arrived and 2013 tax returns have been filed, we can assess the impact of the fiscal cliff. Remember the…
Originally Published March 24, 2014 As this wonderful season approaches (and hopefully brings milder weather), we believe the stage is set for renewed growth in the U.S. economy. The…
Originally Published February 11, 2014 Fear of impending emerging market woes, the Federal Reserve reducing their quantitative easing, mediocre earnings, and devastatingly cold weather back east are all contributing…
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,…
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…
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,…
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…
This article originally appeared in the Montecito Journal on September 5th, 2013. Investment Fees or Investment Cost? By Kevin Bourke Are you old enough to remember the Pink Panther movie…
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.
The following article originally appeared in the Pacific Coast Business Times on July 3rd, 2013. Planning Your Finances By Kevin Bourke Wednesday, July 3rd, 2013 “It feels like I’m playing…
This article originally appeared in the Santa Barbara Independent online on May 12, 2009. To see the PDF of the article, click here. Consider Rolling Everything Into an IRA By…
This article originally appeared in the Santa Barbara Independent online on February 10, 2009. To see the PDF of the article, click here. Is It Good Money After Bad-or Not? By…
This article originally appeared in the Santa Barbara Independent online on May 18, 2008. To see the PDF of the article, click here. Pretend It Doesn’t Exist By Kevin Bourke Sunday,…
This article originally appeared in the Santa Barbara Independent online on January 19, 2008. To see the PDF of the article, click here. It’s All in the Allocation By Kevin Bourke…
This article originally appeared in the Santa Barbara Independent online on March 16, 2009. To see the PDF of the article, click here. Creative Living Arrangements on the Rise By…