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Monday 8am - 4:30pm Tuesday 8am - 4:30pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 9am - 5pm

Financial Advisor: Gregory Day

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Newport Beach, CA
Financial Advisor: Gregory Day

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Financial Advisor: Gregory Day, Financial service, 1400 Newport Center Drive, Suite 290, Newport Beach, CA.

06/16/2026

Succession is not a single transaction. It is a process that can protect value and reduce avoidable risk.

Read the full article at the link to explore exit paths, valuation drivers, and key planning steps. https://gregoryday.com/post/business-succession-planning-exit-strategies-maximize-value

06/11/2026

Caught between dollar-cost averaging and investing it all at once? This guide breaks down what research says, why emotions matter, and when a hybrid approach can help you move forward.

Read the full article at the link. https://gregoryday.com/post/dollar-cost-averaging-vs-lump-sum-investing-strategy-guide

06/09/2026

Estate planning gets more complex when your life and assets span borders. My latest blog explains key international estate planning issues, from situs to treaties and non-citizen spouse planning.

Read the full blog here: https://gregoryday.com/post/international-estate-planning-cross-border-wills-expat-taxes

06/04/2026

International diversification can reduce portfolio concentration and broaden the drivers of return. This article breaks down correlations, emerging markets, currency risk, and the tax details U.S. investors often miss.

Read the full blog here: https://gregoryday.com/post/international-diversification-global-investment-strategies-risk

06/02/2026

Thinking about buying property in Portugal as a U.S. expat?

This guide breaks down location choices, Golden Visa realities, NHR and IFICI considerations, and key U.S. reporting obligations.

Read the full article at the link for a clearer planning checklist. https://gregoryday.com/post/real-estate-investment-strategies-american-expats-portugal-tax

05/26/2026

Navigate dual taxation and regulatory barriers as a US expat in Europe. In my latest blog, I explore investment account strategies that maximize returns while staying compliant.

Read the full blog here: https://gregoryday.com/post/investment-account-options-american-expats-living-europe

05/21/2026

Creative professionals face unique challenges when managing irregular income and planning for financial stability.

As a professional dancer for over 30 years, turned Certified Financial Planner®, I've lived both sides of this challenge. I understand the anxiety of not knowing when your next payment arrives and the relief of finally cracking the code to financial stability despite unpredictable earnings.

In my latest blog, I discuss developing strategies for budgeting, emergency savings, and investments to reduce financial stress and build wealth.

Read the full blog here: https://gregoryday.com/post/financial-planning-creative-professionals-artists-building-wealth-irregular-income

05/19/2026

Master portfolio management through strategic rebalancing. My latest article explains when and how to adjust your investments for long-term success and stability.

Read the full blog here: https://gregoryday.com/post/portfolio-management-rebalance-your-investments

05/14/2026

Living abroad comes with financial uncertainty, making emergency funds essential. In my latest blog, I explore how expats can protect their savings with smart planning.

Read it here: https://gregoryday.com/post/building-emergency-funds-living-abroad-best-practices-expats

05/12/2026

Bond ladder and bond funds offer different advantages for investors in shifting interest rate environments.

A bond ladder provides predictable cash flow, while bond funds offer liquidity and diversification benefits. In my latest blog, I explore strategies that can strengthen portfolios in today’s environment.

Read the full blog here: https://gregoryday.com/post/bond-ladder-bond-funds-fixed-income-strategies-decreasing-rates

Address

1400 Newport Center Drive, Suite 290
Newport Beach, CA
92660

Opening Hours

Monday	8am - 4:30pm
Tuesday	8am - 4:30pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	9am - 5pm

Telephone

+19497230267

Website

http://www.balboawealth.com/, http://www.gregoryday.com/

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