4675 MacArthur Court Ste. 450
Newport Beach, CA 92660

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

Market Updates

Make the most of Medicare’s annual enrollment period

Retirement & Longevity With open enrollment season upon us, ask yourself a few questions to make sure you’re getting the most from Medicare. Medicare’s open enrollment season is upon us. Between October 15 and December 7, you are able to make changes to your Medicare Advantage plan and prescription drug coverage. During this time, you […]

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Monetary policy: Rules vs. discretion or a happy medium?

Economy & Policy August 22, 2025 Chief Economist Eugenio J. Alemán discusses current economic conditions. We have been outspoken on the need to cut interest rates sooner rather than later to prevent a recession, as we considered rates too restrictive for the slowing rate of growth of the economy at a time when inflation remained […]

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Is AI coming to the rescue?

Economy & Policy August 08, 2025 Chief Economist Eugenio J. Alemán discusses current economic conditions. Most economists, including us, were wrong about the ‘ensuing’ recession back in 2022 and 2023 as the US Federal Reserve (Fed) increased interest rates to fight higher inflation. Typically, very high interest rates push real investment lower, especially real investment […]

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