Modern Wealth Collective

Modern Wealth Collective

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Wealth | Impact | Purpose The financial industry was not built to meet the needs of womxn; our team is here to change that. WEALTH. IMPACT. PURPOSE.

Modern Wealth Collective (formerly known as Vista Del Mar Wealth Management) was launched in 2018 by Mahalene Dulay with a mission to empower womxn with the partnership and tools to live their best life full of financial independence, security and success. We strive to achieve this with three key core pillars to money management: wealth, impact and purpose. Our goal is to build and preserve wealth

Monthly Market Insights | May 2026 05/08/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Monthly Market Insights | May 2026 Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

Quarterly Market Insights | April 2026 04/07/2026

U.S. stocks slipped in Q1 as AI disruption fears and Middle East tensions rattled investors. The S&P 500 fell 4.63%, the Nasdaq dropped 7.11%, and the Dow lost 3.58% — though six of eleven S&P 500 sectors still finished in the green, led by Energy's standout 37.91% gain. As the weather warms up and spring gets us outside, it turns out Americans are right there with you — over 181 million U.S. residents participated in outdoor recreation in 2024. Check out this month's by-the-numbers for more on the outdoor recreation economy.

Quarterly Market Insights | April 2026 Stocks fell in the first quarter amid concerns that artificial intelligence (AI) could disrupt certain industries and geopolitical issues that unsettled investors.

04/01/2026

Happy Birthday to our founder, 🎉

Not just an amazing leader, but someone who truly cares about the people she serves and the community she’s built!

It’s only right we celebrate her during Financial Literacy Month, because helping others grow, learn, and build better futures is what she does every single day

She’s out of the office celebrating and soaking it all in ☀️

Drop a favorite memory or how you connected with her below ⬇️✨

Financial confidence isn’t just taught — it’s modeled and built over time. 04/01/2026

April is Financial Literacy Month and it’s a reminder that building wealth starts with a strong foundation. In this month’s blog, I share why early financial education matters.

Financial confidence isn’t just taught — it’s modeled and built over time. April is Financial Literacy Month and it’s a reminder that building wealth starts with a strong foundation. In this month’s blog, I share why early financial education matters.

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Location

Address


7220 Trade Street, Suite 115
San Diego, CA
92121

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 5:30pm