4675 MacArthur Court Ste. 450
Newport Beach, CA 92660

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

Economic Commentary

No, we are not going back to the gold standard

ECONOMY & POLICY January 06, 2023   Chief Economist Eugenio J. Alemán discusses current economic conditions. Over the last several months we have answered several questions from clients regarding renewed speculation on the U.S. dollar as well as about other countries in the world potentially moving back to a ‘gold standard,’ as if the gold […]

Read More...

How does SECURE Act 2.0 change saving for retirement?

RETIREMENT & LONGEVITY   Washington Policy Analyst Ed Mills outlines key components of the new legislation. The year-end fiscal 2023 government funding bill contained legislation that makes the most significant changes to the U.S. retirement savings system in decades. The SECURE Act 2.0 legislation builds on retirement savings changes passed in 2019 and contains new […]

Read More...

The new year and the elusive Fed pivot

ECONOMY & POLICY December 29, 2022   Chief Economist Eugenio J. Alemán discusses current economic conditions. For more than six months, markets have been trying to figure out when the Federal Reserve (Fed) is going to start pivoting, that is, when is the Fed going to start decreasing interest rates. The markets know that more […]

Read More...