News & Events

This review of Kevin Bourke’s book, Make Your Money Last a Lifetime®, originally appeared in Kirkus Review’s June 1st, 2013 issue. To...

By Olivia Bourke January 11, 2022 When I was young, we played Monopoly endlessly. Monopoly can be played for hours, sometimes days, if...

By Kevin Bourke November 5, 2021 Have you ever played the free online video game called Fornite? No? Me neither. But my sons have for...

By Kevin Bourke November 3, 2021 As it became apparent that Covid was going to lock things down for a prolonged period I determined to...

by Kevin Bourke October 26, 2020 “This time is different” – John Templeton, one of the most respected investors in history. He wrote...

By Kevin Bourke October 6, 2020 This question was waiting for me when I opened my email this morning, July 6, 2020 and it’s a good...

By Kevin Bourke July 26, 2021 Many people do not know the signs of their online accounts being hacked and are thus not proactive about...

By Kevin Bourke July 19, 2021 Below are some tips and tricks for ensuring you have secure passwords that will effectively protect your...

By Kevin Bourke July 4, 2021 July 9, 2021 Originally sent as client communication 5/17/2021 he last few weeks have brought a wave of...

Each year, Pacific Coast Business Times features a list of key players in Banking and Finance in the San Luis Obisbo, Santa Barbara and...

By admin April 20, 2021 Jack Canfield is the co-author of the Chicken Soup for the Soul series, which has more than 250 titles and 500...

December 22, 2020 Each year, Pacific Coast Business Times features a list of key players in Banking and Finance in the San Luis Obisbo,...

By Design Center Santa Barbara October 26, 2020 Kevin was recently interviewed on a local show, Design Center Santa Barbara, and answered...

By Kevin Bourke July 26,2019 Christian Mayo Hernandez, the recipient of the 2019 Bourke Wealth Management Scholarship award administered...

By Kevin Bourke August 22, 2018 Chad is the recipient of the 2018 Bourke Wealth Management Scholarship award administered by the Santa...

June 8, 2108 The Pacific Coast Business Times is a business oriented newspaper that covers three counties, Ventura, Santa Barbara and San...

December 2016 “6 out of 10 adults fear running out of money.” Kevin Bourke, CFP®, the founder of Bourke Wealth Management and noted...

By Kevin Bourke Children disinherited, bankruptcy, unforeseen tax liability and other financial upheaval. What could cause so much...

In November, 2012 the Pacific Coast Business Times ran the following article in which Kevin gives helpful advice for people planning...

Is a conversion right for you by Kevin Bourke Feb 27 2010 If the headlines are accurate, Roth conversions are one of the best things to...