Pacific Coast Business Times: Who’s Who in Banking and Finance
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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Pacific Coast Business Times: Who’s Who in Banking and Finance
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 Who in Banking and Finance.” Bourke Wealth Management is proud…
The Big RV
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 recreational vehicles (RVs) that cost from tens to hundreds of…
The Fiscal Cliff’s Role in Tax Season
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 fiscal cliff: the deal in Washington that raised taxes and…
Spring is a Time of Renewal
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 seeds of growth in the economy have taken root underneath…
No Bull Market Moves in a Straight Line
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 to the current volatility in the market. After a significant…
Why the “Certified” in CERTIFIED FINANCIAL PLANNER™?
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, the CERTIFIED FINANCIAL PLANNER™ certification requires years of experience, training in…
More Taper Talk
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 purchasing program, quantitative easing (QE). So here we are in…
A Disappointing Black Friday…Weekend?
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 media attention. Total sales actually fell 2.9% from last year.…
A Little Skepticism Goes a Long Way
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 email continued with, “I’m currently taking care of an…
You Can Always Learn From a Bad Example
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 to it in Chapter Two of my book, Make Your…
Fees vs. Cost
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 series starring Peter Sellers as Inspector Clouseau? In one famous…
7 Real Retirement Worries to Focus On
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.
Pacific Coast Business Times: Featured Business Owner
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 ‘whack a mole.’ As soon as I put out one…
Tapping the 401(k) in Tough Times?
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 Kevin Bourke Tuesday, May 12, 2009 Like so many, Mary…
401(k) These Days
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 Kevin Bourke Tuesday, February 10, 2009 Mike from Santa Barbara…
Counting on Social Security?
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, May 18, 2008 Kevin, we hear a lot about the…
Is There Life After 401(k)?
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 Saturday, January 19, 2008 Dear Kevin, I’m a 65-year-old man who’s…
Divorce, Recession Style
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 Kevin Bourke Monday, March 16, 2009 Is divorce in jeopardy?…
Accidentally Disinherited
This article originally appeared in the Santa Barbara Independent online on July 7, 2009. To see the PDF of the article, click here. Strange Things Can Happen If You’re Not Careful By Kevin Bourke Tuesday, July 7, 2009 When Kari Kennedy’s…