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Tightening Credit Proactively for 2019

As we begin to close out the year and take a January sigh of relief, I want to take a brief hiatus from our recent “Exhilarating Basics of Credit” discussion to address some of the trending we are seeing in credit and the strategic steps we are proactively implementing in order to be ready for the challenges of 2019. Many of you may ask why I would care to share this information publicly? The answer is simple, whether you are a colleague, a..

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Wealth & Lifestyle Philanthropy Build Grow Enjoy

Thinking About Philanthropy

"I probably should" is an answer that I hear quite often when I ask "Are you serving on a nonprofit board?" My title, VP Philanthropic Services, opens up the dialogue with strangers on airplanes, and I do feel like an evangelist for the nonprofit sector. My motivation comes from the transformation that I have seen in people who add nonprofit work to their lives.

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Cyber Security Build Grow

Tax planning – Cyber Security Edition: Spring 2018

Keep your data cyber safe

Benjamin Franklin famously said, “In this world nothing can be said to be certain, except death and taxes.” The Internal Revenue Service could now add a third certainty, “scams,” to this quote because of the increasing attempts to swindle taxpayers. When Franklin originally penned this in his letter to French physicist Jan-Baptiste Leroy, the United States Postal Service was only 14 years old and mostly delivering..

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Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by First Foundation Advisors), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from First Foundation Advisors. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. First Foundation Advisors is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the First Foundation Advisors’ current written disclosure statement discussing our advisory services and fees is available for review upon request. Please Note: First Foundation Advisors does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to First Foundation Advisors’ web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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2018 Tax Legislation | First Foundation

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