INSIGHTS FROM FIRST FOUNDATION

A First Foundation Blog

Cyber Security Grow Build

Online Holiday Shopping Security Tips

“On Dasher, On Dancer, On Mastercard, and Visa,” should be the mantra for this year’s Holiday shopping season. Forecasts total U.S. holiday retail sales will reach $1.008 trillion this year! Digital sales will represent 13.4% at $135.35 billion and, naturally, Rudolf will lead this digital spending with his red nose. Cyber criminals would love to have a beacon like Rudolf, showing them holiday treats such as your personal and credit card..

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Wealth Planning Build

C Corp or S Corp?

Recent Tax Law Changes Have Made This a More Difficult Decision

In creating a new business, one of the first decisions that an entrepreneur needs to make is which business structure is most appropriate for their business. The decision to be either a C Corp and S Corp needs to be addressed early as it is made before the company can be registered.

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Cyber Security Grow Build

Privacy for the People

Coming Soon to a Financial Institution Near You

Anyone in financial services is familiar with the importance of keeping data and information secure. In fact, there are entire regulatory departments to ensure all banks, wealth managers, trust companies – basically anyone who handles financial data – comply with strict guidelines. And as consumers of such services, we all are familiar with the privacy notices that show up in our mailbox. And..

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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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