4675 MacArthur Court Ste. 450
Newport Beach, CA 92660

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

Investment Strategy

Weekly Investment Strategy

MARKETS AND INVESTING September 24, 2021   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways The Fed exercises patience in policy adjustments yet again Government shutdowns have not led to dramatic declines Delta variant has not hindered consumer spending A September Slowdown? The US economy has had its foot on the gas […]

Read More...

Over Time, Markets Have Proved Positive and Resilient

MARKETS AND INVESTING   When markets react, consider a broader historical perspective before changing your financial course. Market volatility can often trigger emotional responses in investors, responses that can impact judgement and potentially affect long-term plans. These periods of volatility are an opportunity to connect with your advisor, enabling them to act as a sounding […]

Read More...

Weekly Investment Strategy

MARKETS AND INVESTING September 17, 2021   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Consumer behavior resilient through the Delta surge Hiring competition has led  lower-end wages to grow Depleted inventory levels will gradually be rebuilt Tomorrow is National Dance Day, a day for dancers of all ages to celebrate movement […]

Read More...