Blog
Welcome to the Vista Del Mar Wealth Management Blog! Here we will share expert financial advice, emerging trends and industry news. In addition to financial insight, our blog serves to foster and build relationships with our community from sustainability tips, supporting causes we care about, and featuring small businesses who are changing the world. Be a part of #thevistadelmardifference.
Cheers,
Mahalene Dulay
Founder, Vista Del Mar Wealth Management
VDM Wealth Tip: Be "SMART" about Your Goals
As we enter a New Year, you may have already started thinking about your goals. Goal-setting is one thing, but how to achieve them is what will set you up for success.
Read MoreA Look Back on My 2020 - Amanda
For many of us, 2020 came in fiercely, with determination and hope of a new and brighter year than the year before. When we were juuuuust far enough into the New Year for things to start to fall into place, 2020 had other plans.
Read MoreA Look Back on My 2020 - Mahalene
At the beginning of the year, I set my goals around the theme of "2020 Vision"; it was with the intention that I was going into the year with clear personal and professional goals. Then COVID-19 came swinging out of nowhere...
Read More#VDMWealthTipoftheDay: Setting Yourself Up for Success in 2021
Though many of us are ready to say, "Peace out 2020!", this is a great time to gear up for 2021 before the year ends. Here are 3 tips to set yourself up for financial success in 2021.
Read MoreSmall Businesses We Love for Black Friday!
2020 has taken a huge toll on our economy, and for many families and businesses, it will take some time to recover. But YOU have the power to help turn it around. Check out our list of small businesses to shop from for the holidays!
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#VDMWealthTipoftheDay: Use Strong Systems to Optimize Your Business
Where's a good starting place to optimize your time and money in your business?? Kristyna Caspelich gives us tips on how to make your business work for you and not the other way around.
Read MoreSmall Business Feature - Challenge Island San Diego Coastal
Full STEAM ahead (total pun intended) for this business owner taking her passion into a successful business. We had the pleasure of speaking with franchise owner, Ritika Sehgal, in a candid interview about #bossmom life.
Read MoreMoney Mindset and Healing with Dahl Holistic Health
When you think about money, what comes to mind first? We hosted Amanda Dahl of Dahl Holistic Health to talk all the things about using energy healing to help us with our relationship with money.
Read MoreVDM Wealth Management Welcomes New Team Member: Amanda Blair Smith
Amanda joined the VDM Wealth Team as our Office Administrator, and has been a key piece of the puzzle in our firm's growth. What better way to learn more about Amanda than putting her in the interview spotlight!
Read MoreFilipino-American Heritage Month Small Business Feature: Meris Creations
In honor of Filipino-American Heritage Month in October, we're featuring founder, Jamie Segovia, of Meris Creations in our VDM Wealth Happy Hour Series. Check out her video interview!
Read MorePumpkin Spice and Eco-Conscious Nice for the Holidays
With the end of the year right around the corner, we wanted to share some helpful #zerowaste tips for an eco-conscious holiday season.
Read MoreKiller Style - How Fast Fashion is killing everything we love...people, animals, and our planet
Trendy, convenient and affordable might be a few words used to describe fast fashion. But what's the true cost of the clothes we buy?
Read MoreEasing Your Kids' Anxiety About COVID-19
Maggie Knight, working mom and child therapist, shares some strategies for parents and kids on how to manage the stress brought on by COVID-19. She reminds us that the best thing we can do is give our kids (and ourselves) lots of grace.
Read MoreSustainability During COVID-19
We're excited to feature our fellow environmental activist and working mom, Olivia Angus, to share some helpful and easy tips for sustainability during COVID-19. Save our planet, save your money... it's a win-win for everyone!
Read MoreYour Stimulus Check: Best Ways to Use It
As part of the $2 trillion economic stimulus package passed by the government under the CARES Act, most Americans will receive a stimulus check to help ease the financial impact of the COVID-19 pandemic. This is a one-time cash payment...
Read MoreSmall Business Owners: CARES Act and What You Need To Know
As a small business owner, you've probably been following news about the recently-passed $350 billion CARES Act (Coronavirus Aid, Relief, and Economic Security Act) and wondering how you may be able to access funds to help tide your...
Read MoreCARES Act 101: Basics of What You Need To Know
What is the CARES Act? The CARES (Coronavirus Aid, Relief and Economic Security) Act was signed into law on March 6, 2020 to provide financial relief to individuals, famlies, businesses and industries severly impacted by the COVID-19...
Read More#SaveSmallBusinesses: Helping Your Community During Coronavirus Lockdown
A lot of people are already feeling the impact of the Coronavirus on different levels. For many, this also means a huge hit on their income, especially for those in the hospitality, entertainment, restaurant, travel and simliar...
Read MoreThe Importance of a Strong Plan: Coronavirus and Market Impact
We witnessed an extraordinary move in the financial markets on Monday, March 9. The Dow Industrials lost over 2,000 points, as Coronavirus fears continued to worry investors. At the same time, oil prices lost nearly 25 percent, on news...
Read MoreLife and Work with VDM Wealth Management's Founder - Mahalene Dulay
Every journey has a beginning, and our story is no exception. Learn about how VDM Wealth Management's Founder, Mahalene Dulay, got started and her mission behind providing the best client experience to individuals, families, small...
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