4675 MacArthur Court Ste. 450
Newport Beach, CA 92660

Phone: 949-576-2372
Fax: 949-502-6629

Economic Commentary

Is a recession this year unavoidable?

ECONOMY & POLICY February 10, 2023   Chief Economist Eugenio J. Alemán discusses current economic conditions. The short answer to this question is, no, not at all. The long answer, however, is trickier than it seems. So far, the majority of the sectors of the economy that have a higher sensitivity to high interest rates […]

Read More...

Review key takeaways of the SECURE Act 2.0

ECONOMY & POLICY   Changes for investors include RMD age increases, higher catch-up contribution limits and a new 529 transferal option. Passed in December 2022, the SECURE Act 2.0 includes a comprehensive set of provisions intended to help many Americans and employers with retirement saving. Many of its provisions are not detailed here, so please […]

Read More...

Back to the drawing board

ECONOMY & POLICY February 03, 2023   Chief Economist Eugenio J. Alemán discusses current economic conditions. The January nonfarm payroll number was a blockbuster employment number while the revisions to 2022 numbers added more strength to the labor market than what had been reported previously. Furthermore, the 3.4% rate of unemployment matched the rate of […]

Read More...