A First Foundation Blog

Wealth & Lifestyle Enjoy

What is Long-Term Care?

5 minute read

Nobody wants to think about getting old, yet proper wealth planning has to face the facts: getting old is part of life, and the better prepared you are the more enjoyment you will find later in life. Plus, advances in healthcare have allowed people to extend that enjoyment longer than ever before. But that comes with cost. How can you prepare for inevitable expenses associated with a prolonged life?

Continue Reading >>
Wealth & Lifestyle Philanthropy Enjoy

Focus on Philanthropy – Taller San Jose Hope Builders

3 minute read

Empowering Orange County’s Young Adult Workforce

Taller San Jose Hope Builders has a 25-year history in helping young adults forge a path to a productive life free from the cycle of poverty that they may have experienced growing up. Started by Sister Eileen McNerney, from St. Joseph’s of Orange, Hope Builders empowers Orange County’s young people through mentorship, life skills, and job skills training to move past the barrier..

Continue Reading >>
Wealth & Lifestyle Philanthropy Enjoy

Investing in Your Family

2 minute read

An effective approach to wealth management includes building a family culture and creating cohesion. Clients that truly want to invest in building a family legacy utilize our Philanthropy Services group when they are:

  • Concerned about the transition of family wealth.
  • Considering how to pass their values.
  • Preparing their children so money can be a force for good in their lives.
  • Exploring the different ways to be philanthropic.
  • ..
Continue Reading >>


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.

About the Author

Stay Informed