Warren Street Wealth Advisors

04/28/2026

Join us in welcoming the newest member of the Warren Street team, Onboarding Coordinator Isaiah Knox! 👋

In this special Q&A, learn how Isaiah ensures a seamless, supportive, and high-quality onboarding experience for every new client. His dedication to a client-first approach helps set the stage for successful, long-term relationships with our firm.

Read to learn about Isaiah's role, what motivates him, and his favorite activities outside of work: https://warrenstreetwealth.com/meet-isaiah-knox-onboarding-coordinator/?utm_source=facebook&utm_medium=organic&utm_campaign=meet-isaiah-knox

04/27/2026

t’s a confusing time for investors. We’re seeing images of tankers stranded at sea and hearing about supply shortfalls, yet the stock market remains resilient. Is this "irrational optimism," or is there something more at play?

Our Investment Team just released our April update, "On the War in Iran: Do Markets Not Care, and What’s Next?" We break down the real-world limits facing both governments and what it means for your money.

We’re answering the big questions:
✅ Why aren't markets panicking about the Strait of Hormuz?
✅ What does the "maximum pressure" playbook tell us about a potential deal?
✅ How are we adjusting portfolios to handle this "new map" of global trade?

The right posture right now might seem "boring," but as we like to say: boring is usually correct. Get the full analysis here:
https://warrenstreetwealth.com/on-the-war-in-iran-do-markets-not-care-and-whats-next/?utm_source=linktree&utm_medium=organic&utm_campaign=iran-war-market-update

03/20/2026

Awareness is the first step, but action is what transforms your future. In Part 2 of our series, we share how to flip the script on the habits holding you back:

- Stop the Comparison: How to break the "Money Status" impulse.
- End the Avoidance: A 15-minute habit to conquer financial anxiety.
- Balance the Vigilance: Learning to enjoy your wealth without the guilt.

Don't let an old script run your life. Take control and build a relationship with money that actually serves you.

👉 Read Part 2 here: https://warrenstreetwealth.com/money-scripts-part-2-how-to-manage-the-script/?utm_source=facebook&utm_medium=organic&utm_campaign=money-script-2

You’ve identified your money script—now what? In Part 2 of our series, we share expert strategies for "flipping the script." From setting boundaries on status-driven spending to overcoming the paralysis of money avoidance, learn how to build a healthier, more balanced relationship with your fina...

03/13/2026

Most of us think our financial choices are based on logic and math. But the truth is, many of our habits are driven by "Money Scripts"—unconscious beliefs about wealth that were passed down to us before we even had our first bank account.

In Part 1 of our new series, we explore the four primary scripts identified by financial psychologist Dr. Brad Klontz:

- Money Status: Is your self-worth tied to your net worth?
- Money Worship: Do you believe "more money" is the only key to happiness?
- Money Avoidance: Do you feel that wealth is somehow shameful or greedy?
- Money Vigilance: Are you a cautious saver who struggles to enjoy what you’ve earned?

Understanding your script is the first step to rewriting it. Once you identify the "unconscious rules" you’re following, you can choose which ones to keep and which ones to leave behind.

👉 Discover your money script here: https://warrenstreetwealth.com/money-scripts-part-1-the-stories-we-tell-ourselves-in-order-to-live-save-and-spend/?utm_source=facebook&utm_medium=organic&utm_campaign=money-script-1

Why do we save, spend, or avoid money the way we do? According to financial psychologist Dr. Brad Klontz, we are all following "money scripts"—subconscious beliefs passed down through generations. Learn to recognize the echoes of your childhood in your current financial habits so you can move away...

03/10/2026

It’s natural to feel uneasy when the news turns to conflict and rising energy prices. We feel it too. But when it comes to your financial future, it’s important to look at the facts behind the flashbulbs.

Our team just released a new guide, "Oil, Conflict, and Your Portfolio," to answer the big questions we’re hearing:
✅ Will these oil prices last?
✅ How does this impact my retirement savings?
✅ What is our team doing about it right now?

Read our latest update here: https://warrenstreetwealth.com/oil-conflict-and-your-portfolio-what-were-watching/?utm_source=facebook&utm_medium=organic&utm_campaign=iran-war-impact-investment

In this March 2026 update, we cut through the noise of $110 oil to explain why today’s geopolitical volatility isn't a repeat of 1973. By analyzing historical market recoveries and modern U.S. energy independence, the post highlights why disciplined rebalancing—not reacting to headlines—is the...

03/02/2026

$124 trillion is moving to the next generation. Are they ready?

By 2048, we’ll see the "Great Wealth Transfer," yet 62% of families avoid talking about money. Inheriting wealth is a milestone, but managing it is a skill that must be taught. Our latest post explores:

1️⃣Financial literacy is a lifelong conversation.
2️⃣Use practice portfolios for real-world confidence.
3️⃣Frame wealth as a tool for purpose, not consumption.

Don't leave your legacy to chance. Start the conversation today.

Read more: https://warrenstreetwealth.com/how-do-you-prepare-the-next-generation-to-manage-family-wealth/?utm_source=facebook&utm_medium=organic&utm_campaign=legacy-planning

Talking about money can feel uncomfortable, yet it’s the most critical step in preserving your family’s future. We dive into why 62% of families avoid wealth discussions and how you can break that cycle. By treating financial education as an ongoing journey rather than a one-time event, you can ...

02/26/2026

Achieving financial peace of mind comes from having unwavering trust and assurance that your dedicated team is always there for you.

This client testimonial showcases the dedication and exceptional care you can expect when you partner with Warren Street Wealth.

Ready for a supportive partnership that puts your best interest first? Contact us today to schedule a consultation.

*This is an unpaid testimonial from a Warren Street client.

02/24/2026

Winning, injury prevention, and building a self-sufficient business—it's tough to balance it all. Whether you're an athlete like Connor Garnett, a gamer, or a business owner, the key to long-term success isn't just about winning now, but about getting your fundamentals in place.

Ready to get your financial picture in focus? Schedule a time to chat with us.

02/19/2026

Want to grow wealth in a smarter way? Start with where you invest.

If you're in a high tax bracket (especially in California), dividend-heavy investments might be costing you more than you think.

That’s where tax location comes in — placing the right investments in the right accounts to keep more of what you earn.

💡 Growth-focused stocks in taxable accounts.
💼 Tax-inefficient assets in IRAs, 401(k)s, and Roths.

📞 Want to optimize your tax strategy? Contact us today.

Disclosure: This is for informational purposes only and is not meant to be construed as tax advice. Please consult your accountant for advice or to review any recommendation herein.

02/13/2026

The tax landscape just shifted. With the passage of the One Big Beautiful Bill Act (OBBBA), filing in 2026 looks a lot different. From "no tax" on tips and overtime to a major boost for seniors and even a deduction for your American-made car, there are thousands of dollars in new savings on the table. Here are the key takeaways:

✍️ The "No Tax" Reality: How to claim the new deductions for tips (up to $25,000) and overtime (up to $12,500).

🚗 Made in the USA: How your car’s VIN could unlock a $10,000 interest deduction.

👵 Senior Savings: A new $6,000 personal deduction for those born before 1961.

🪙 Crypto: What you need to know about the new Form 1099-DA.

Check out our latest blog for the full breakdown of the 2025 changes! https://warrenstreetwealth.com/new-year-new-tax-considerations-what-you-need-to-know-before-filing-your-2025-taxes/?utm_source=facebook&utm_medium=organic&utm_campaign=2025-tax-optimization-tips



Disclosure: This is for informational purposes only and is not meant to be construed as tax advice. Please consult your accountant for advice or to review any recommendation herein.

Filing 2025 taxes is significantly different due to the One Big Beautiful Bill Act (OBBBA). This new law makes the higher standard deduction permanent and introduces temporary "above-the-line" deductions for tips, overtime pay, and American-made car loan interest . With a new $6,000 senior deduction...