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 The Fed Rate Cut To ‘Spring’ The Economy Forward Economic Data Releases Put Recessionary Fears to ‘Rest’ Signing Date for Phase One Trade Deal Still ‘In The Dark’ Don’t forget to turn your clocks back this weekend! As Daylight Saving Time comes to an […]

Read More...

Weekly Investment Strategy

Read the latest Weekly Headings by CIO Larry Adam. Key Takeaways The Fed Is ‘On Deck’ & Investors ‘Cheer’ For A Rate Cut ‘Change-Up’ in US-China Trade Negotiation Tactics Next Week Is The ‘Major Leagues’ for Economic Data The 115th World Series began this week, the culmination of a 162-game regular season. While this season […]

Read More...

Weekly Investment Strategy

Read the latest Weekly Headings by CIO Larry Adam. Key Takeaways Earnings Season Is Off to a Strong Start But Has Miles to Go Financials & Health Care Surge to the Front of the Pack Info Tech Has & Will Continue to Set the Pace The fall marathon season is underway, with runners having competed […]

Read More...

Weekly Investment Strategy

Read the latest Weekly Headings by CIO Larry Adam. Key Takeaways No Definitive ‘Checkmate’ Winner in the Current Trade Negotiations The Fed Awaits More Data as it Seeks to Avoid a ‘Blunder’ Earnings Environment May Dictate Future Capex ‘Moves’ Tomorrow (Saturday) is National Chess Day, a holiday that has been in existence since the proclamation […]

Read More...