4675 MacArthur Court Ste. 450
Newport Beach, CA 92660

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

Investment Strategy

Interest rates are poised to tip lower

MARKETS & INVESTING June 28, 2024   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways The Fed will cut rates twice to support growth Interest rates are poised to tip lower The equity market should keep climbing longer term Let’s go Team USA! The opening ceremonies for the Paris Summer Olympics are less […]

Read More...

Individual bonds – providing a dual benefit

MARKETS & INVESTING June 24, 2024   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Many investors purchase fixed income in all interest rate environments as it serves as a primary instrument in preserving wealth. Although bonds may not always be able to significantly contribute to growing an investor’s wealth, […]

Read More...

Three reasons why you should remain invested

MARKETS & INVESTING June 21, 2024   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Time In The Market Is Key To Your Success Missing The Best Days Will Erode Your Returns Don’t Let Election Year Jitters Keep You Sidelined Record Heat Wave! A ferocious heat dome is expected to bring record […]

Read More...

Don’t wait for the Fed

MARKETS & INVESTING June 17, 2024   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. The bond market has been very responsive to economic views concerning inflation. The Federal Reserve (Fed) has been very attentive to inflation as they continue to declare, with persistence, a policy geared to achieving a […]

Read More...