Blog

2025 was filled with many significant events.  Overall, it proved to be a great year for investors who enjoyed strong returns, and saw major indexes reached multiple new highs. The Fed’s decision to lower interest rates in the latter half o

Largely fueled by optimistic investor sentiment around the AI boom, robust corporate earnings, and expectations of further interest rate cuts, the U.S. stock market continued its bull run that began in early 2023.

As your financial life partner we want to help recognize tax reduction opportunities within your investment portfolios and financial planning strategies.

Decoding the One Big Beautiful Bill Act: What Are the Key Provisions that Could Affect You? On July 4, 2025, President Trump signed a new bill that will change financial planning for millions of Americans. Referred to as the “One Big...

Almost every investor has heard the saying, “equities are for long-term investors.” This philosophy was reinforced in the first half of 2025, which witnessed significant and historical changes in equity movements. If you left Earth on...

QUARTERLY ECONOMIC UPDATE: FIRST QUARTER 2025

Vanessa Jilot, CFP®, CRPC®

Thursday, April 10, 2025

This Quarterly Economic Update is a recap of the first three months of 2025. Since the writing of the newsletter, a lot has happened and market volatility has intensified! While more changes will probably occur, we can expect continued...

Tax planning should always be a key focus when reviewing your personal financial situation. One of our goals is to identify as many tax saving opportunities and strategies as possible for our clients. We believe that a proactive...

We Are All In This Together: Navigating Change After the US Presidential Elections

Vanessa Jilot, CFP®, CRPC®

Thursday, November 21, 2024

As the dust begins to settle after the results of the U.S. presidential election, many of us are left with a sense of uncertainty. The future feels unclear, and we are collectively grappling with questions about what’s to come, and...

Empower Yourself with a Year-End Financial Checklist

Vanessa Jilot, CFP®, CRPC®

Monday, September 30, 2024

As we move closer to Q4, it’s the perfect time to take stock of your finances and set yourself up for success in the coming year. A year-end financial checklist empowers you to reflect on your progress, clean up any loose ends, and...

Spring Financial Blossom: Nurturing Your Unique Financial Journey

Vanessa Jilot, CFP®, CRPC®

Monday, April 29, 2024

Discover the parallels between spring blooms and financial planning. Just as each flower tells a story, every financial plan is unique—nurturing dreams, resilience, and individuality. Written by Vanessa Jilot.

Harnessing Shareholder Advocacy

Vanessa Jilot, CFP®, CRPC®

Wednesday, April 3, 2024

In recent years, shareholder advocacy has emerged as a powerful force driving positive change within companies. With a focus on Environmental, Social, and Governance (ESG) factors, investors are actively influencing corporate behavior...

Taylor Swift's Eras Tour projects $2.2B ticket sales, $5B spending. Her NFL influence boosts viewership, player popularity. Read how the 'Swift Effect' shapes economic opportunities.

Budgeting, the friendly way

Vanessa Jilot, CFP®, CRPC®

Wednesday, January 17, 2024

Rethink New Year resolutions—move from 'do less' to 'do different.' Try potluck picnics over dining out, explore vintage shops for unique fashion. Make budgeting a creative journey by asking, "Can I do this better?"

2023 End of Year Deadlines

Andrea Jilot

Wednesday, November 8, 2023

A list of general financial deadlines for 2023, as well as Terra Blue Wealth Management deadlines to consider.

This last quarter was an incredible time for all of us at Terra Blue, filled with personal milestones and unforgettable moments. We celebrated love, unity, and the power of collective action.

We're Moving!

Andrea Jilot

Wednesday, July 26, 2023

We are delighted to announce that Terra Blue Wealth Management is moving! As part of our commitment to providing exceptional services, we have decided to relocate from the Sausalito office into the dynamic coworking space, WeWork

New Investor360° Experience

Andrea Jilot

Tuesday, July 18, 2023

Our client portal, Investor360, is implementing some exciting new changes. Read on to walk through what those will be.

YourStake YourStory with Maureen Maguire and Vanessa Jilot, founders of Terra Blue, an ESG-only firm. They discuss ESG investing, activism's role, debunking ESG myths, and the rise of values-based investing across generations.

The SECURE 2.0 retirement law passed by Congress in Dec 2022 made it easier to contribute to and access retirement funds. Our webinar with Tax Office SF aims to understand the significant provisions and how they may impact you.

We are joining the 4 Day Week Global movement by implementing a company wide Monday-Thursday work week.

We have dreamt of this moment for many years, and after over a year of testing through the B Impact Assessment, we have arrived!

A webinar with special guest Kelly Baldoni of Impax Asset Management

Join us for a special presentation on sustainable investing. Learn about ESG standards, economic imperative of corporate responsibility, and the benefits of investing in socially responsible companies. Presented by Impax Asset Management.

Beach Clean Up

Andrea Jilot

Friday, October 16, 2020

Our first beach clean up day was a blast! Can't wait for the next one.