Josh Bliss, Wealth Management Advisor

Josh Bliss, Wealth Management Advisor Senior Vice President / Investment Advisor Representative
Gateway Capital Management

480-266-7536 Balboa Wealth Partners is a registered investment advisor.

Securities and advisory services offered through Balboa Wealth Partners. Balboa Wealth provides investment advisory and related services for clients nationally. Balboa Wealth will maintain all applicable registrations and licenses required by the various states in which it conducts business. For additional information, please visit our website at www.balboawealth.com

06/03/2026

A diversification strategy focuses on spreading risk across assets, income sources, and time horizons to support retirement stability. Learn how a resilient portfolio can help manage volatility while aligning investments with long-term income needs.

06/01/2026

Diversification focuses on spreading risk across investments, time horizons, and income sources rather than relying on a single outcome. Learn how a well-diversified approach supports long-term planning and helps manage uncertainty over time.

05/30/2026

Diversification plays an important role in retirement income planning by reducing reliance on any single investment, market, or income source. Learn how a diversified approach can help support more consistent cash flow across different market environments.

05/28/2026

Market downturns like 2008 highlight why diversification matters in retirement planning. Learn how spreading risk across assets and income sources can help reduce reliance on a single outcome and improve long-term resilience.

05/26/2026

Diversification helps spread risk across different assets, strategies, and income sources rather than relying on a single outcome. Learn why diversification plays a key role in managing volatility and supporting long-term retirement planning.

05/24/2026

The 60/40 portfolio has been a long-standing strategy, but markets and retirement needs have evolved. Learn when this approach may still make sense—and when a more customized allocation could better support income, risk, and long-term planning.

05/22/2026

Market volatility affects every investor differently. Learn why personalized portfolio construction—based on income needs, time horizon, and risk tolerance—can help retirees and pre-retirees navigate uncertainty more effectively.

05/20/2026

The 60/40 portfolio is often misunderstood. Learn how this mix of stocks and bonds is designed to balance growth and stability, and how retirees can evaluate whether it still supports their income, risk, and long-term planning goals.

05/18/2026

The 60/40 portfolio has long been a staple for retirees. Learn how this strategy is intended to balance growth and stability, when it may still work well, and why some retirees may need adjustments based on income needs and risk tolerance.

05/18/2026

The 4% rule once offered simplicity, but retirement today demands more flexibility. Modern income strategies focus on adaptability, coordination, and personal priorities.

Learn how contemporary planning approaches address longer lives and changing markets in my latest blog.

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+14802667536

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