4675 MacArthur Court Ste. 450
Newport Beach, CA 92660

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

Investment Strategy

Weekly Investment Strategy

Read the latest Weekly Headings by CIO Larry Adam. Key Takeaways Hopeful the US & Major Trading Partners Will ‘Come Together’ Here Comes Seasonality to Help Equity Market Be ‘All Right’ US Consumer to ‘Move’ the US Economic Expansion Further Yesterday marked the fiftieth anniversary of the release of ‘Abbey Road,’ The Beatles’ eleventh studio […]

Read More...

Weekly Investment Strategy

Key Takeaways GDP and Interest Rates Have Fallen Over the Last 50 Years People Living Longer is a Positive for Health Care Sector Tech Revolution Supportive of Tech and Communication Services Sectors I made it! I am fortunate to be celebrating my fiftieth birthday this week, joining Jennifer Lopez, Jennifer Aniston, Jack Black, Jay-Z, and […]

Read More...

Weekly Investment Strategy

Read the latest Weekly Headings by CIO Larry Adam. Key Takeaways Fed ‘Poised’ to Extend Economic Expansion Positive Earnings Growth to ‘Feed’ the Equity Market There is ‘Protective Glass’ Between Equities & the Sleeping Bear Market This week, I had the pleasure of presenting our market outlook to clients at an event held at the […]

Read More...

Weekly Investment Strategy

Key Takeaways Stick to the Asset Allocation ‘Game Plan’ Consumer Spending Should ‘Defend’ Against Recession US the ‘Top Draft Pick’ for Regional Equities Last night, the Chicago Bears hosted the Green Bay Packers as the National Football League (NFL) celebrated the start of its 100th season! Since its founding, the NFL has transformed from a […]

Read More...