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 2024 investing

MARKETS & INVESTING January 02, 2024   As a new year begins, Raymond James CIO Larry Adam serves up his outlook on the financial markets. To read the full article, see the Investment Strategy Quarterly publication linked below. On Top Chef, one of America’s most popular kitchen competition television shows, contestants walk in with knowledge and […]

Read More...

Two sides to every story?

MARKETS & INVESTING December 18, 2023   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. The market has been indecisive but with reason. 2023 has been filled with strong opinions however, many of the opinions are of contrasting beliefs. Reading the future is not easy. If it were then getting […]

Read More...

The probability of a soft landing has increased

MARKETS & INVESTING December 15, 2023   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways The probability of a soft landing has increased The trend in bond yields remains lower Mild recession will keep earnings growth subdued Happy National Ugly Christmas Sweater Day! This hilarious tradition is one of my favorites of […]

Read More...