4675 MacArthur Court Ste. 450
Newport Beach, CA 92660

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

Economic Commentary

Leveraging your IRA for charitable giving

Estate & Giving How to make a meaningful impact with your RMDs. Financial stability, legacy and personal fulfillment are just a few reasons why so many people aged 50 to 80 are committed to giving. A recent study revealed that 78% of this age group say giving plays a significant role in their lives. These […]

Read More...

Are student loan defaults a concern for the economy?

Economy & Policy August 15, 2025 Chief Economist Eugenio J. Alemán discusses current economic conditions. Over 42 million Americans owe more than $1.6 trillion in student debt, yet only 38% are actively repaying their loans, according to the US Department of Education. The remaining borrowers are in default, delinquency, forbearance, deferment, or grace periods. On […]

Read More...

Generational wealth

August 11, 2025 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. The distribution of net worth in the United States is unbalanced. This can lead to many suppositions on how it may or may not affect current and future economic conditions. According to the US Census and Federal Reserve, people […]

Read More...

Employment number worse than feared in July

Economy & Policy August 01, 2025 Chief Economist Eugenio J. Alemán discusses current economic conditions. July’s nonfarm employment number was much weaker than expected, up just 73,000, while the downward revisions to the previous two months were larger than 100,000 each of the months. This has the potential to bring July’s positive employment reading into […]

Read More...