4675 MacArthur Court Ste. 450
Newport Beach, CA 92660

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

Investment Strategy

10 Themes That Will Affect Your 2020 Investing

What can investors expect this year? Continued economic expansion, unaltered interest rates and new equity highs, says CIO Larry Adam. View the full article and additional 2020 financial insights in the Investment Strategy Quarterly publication linked below. As 2020 begins, investors seek clarity and foresight, especially given the daily dose of unprecedented headlines. We hope […]

Read More...

Weekly Investment Strategy

MARKETS AND INVESTING December 20, 2019 Read the latest Weekly Headings by CIO Larry Adam. Key Takeaways The Fed Will ‘Light the Way’ for Economic Expansion Earnings Growth Could ‘Unwrap’ New Record Highs The Rollout of 5(G) Could Be the ‘Gift that Keeps on Giving’ On Thanksgiving Day, we were thankful and grateful for all […]

Read More...

Weekly Investment Strategy

Read the latest Weekly Headings by CIO Larry Adam. Key Takeaways Fed Decision ‘Lands Smoothly’ in Financial Markets Impeachment Proceedings Will Likely Be ‘Stranded’ in Senate Headline Risk Will Continue to Cause ‘Market Turbulence’ The Transportation Security Administration screened a record-breaking number of travelers during the Thanksgiving holiday, as more than 26 million passengers and […]

Read More...

Weekly Investment Strategy

Read the latest Weekly Headings by CIO Larry Adam. Key Takeaways Seasonality Should Help Equities Reach ‘New Heights’ ‘A Fine Line’ Separates Us From Another December Decline Positive Economic Data to ‘Upkeep’ US Expansion Today marks the 135th anniversary of the completion of the Washington Monument. When you drive by the prominent structure on Interstate […]

Read More...