4675 MacArthur Court Ste. 450
Newport Beach, CA 92660

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

Investment Strategy

Market mayhem, questions roused… answers

MARKETS & INVESTING November 07, 2022   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. The Monday Bond Market Commentary is a teaser for the upcoming Q4 Fixed Income Quarterly. The fixed income team has dedicated much time to exposing answers and alternatives for investors during this tumultuous time. Its […]

Read More...

Weekly investment strategy

MARKETS & INVESTING November 04, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Senate election may come down to two states Gridlock is not necessarily better for equities Fundamentals more critical than political composition Your voice, your vote! There are only four days remaining until Election Day, but more than […]

Read More...

Weekly market guide

MARKETS & INVESTING November 04, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. The Federal Reserve (Fed) elected to hike by 75 basis points (bps) at the November 2 FOMC meeting, taking the fed funds rate up to a target range of 3.75%-4.0%. While […]

Read More...

Strong corporate earnings carry October’s positive results

MARKETS & INVESTING October 31, 2022   After two quarters of decline in gross domestic product, the third quarter produced a positive 2.6% annualized rate of growth. Despite the Federal Reserve’s higher-for-longer interest rate strategy and persistently high inflation, strong corporate earnings helped push October to become the best month of the year for equity […]

Read More...