4675 MacArthur Court Ste. 450
Newport Beach, CA 92660

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

Investment Strategy

Live by the numbers, die by the numbers

ECONOMY & POLICY July 01, 2022   Chief Economist Eugenio J. Alemán discusses current economic conditions. The third estimate for 2022 Q1 GDP from the Bureau of Economic Analysis was a real shocker. It was a shocker not only because it was released a day before the end of the second quarter or because it […]

Read More...

See the forest through the trees

MARKETS & INVESTING June 27, 2022   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. It is easy to get caught up in the hype. Why let the facts ruin a good story, right? The statement, “bonds are doing poorly”, erroneously is mingled with, “stocks are doing poorly”. We are […]

Read More...

Weekly investment strategy

MARKETS & INVESTING June 24, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Indications that inflationary pressures are easing Retailers have inventory to offload with deal days Market reactions to earnings results will be magnified Tuesday was the summer solstice, the longest day of the year and the beginning of […]

Read More...

Weekly market guide

MARKETS & INVESTING June 24, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Short-Term Summary: After dropping ~12% over just 7 days surrounding the hot May inflation report (taking the S&P 500 -24% from its highs), the index has attempted to bounce from oversold […]

Read More...