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 American lives lost remains Trump’s ‘red line’ Domestic attack would impact ‘brave’ US consumer High oil prices would take away spending ‘freedom’ The fact that today marks the 100th anniversary of the inauguration of the League of Nations is evidence that world peace has […]

Read More...

Weekly Investment Strategy

Read the latest Weekly Headings by CIO Larry Adam. Key Takeaways Fed Will ‘See Results’ from 2019’s Insurance Rate Cuts ‘Countdown’ to US Presidential Election Begins Earnings Growth Brought Back Into ‘Focus’ Happy New Year! Following the overindulgence of the holiday season, the new year provides us with the opportunity for a fresh start as […]

Read More...

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...