INSIGHTS FROM FIRST FOUNDATION

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Volunteer of the Month: Heather Tice – VP, Marketing & Events Manager

Giving Back and Paying it Forward: A Leader in Community Service and Advocacy

At First Foundation, we are inspired by the dedication and selflessness of our volunteers, who give their time and resources to support nonprofit organizations. This month, we are proud to recognize Heather Tice, Vice President and Marketing Manager of Events and Community, for her unwavering commitment to making a difference in the lives of children.

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Wealth & Lifestyle Philanthropy Enjoy

Empowering the Next Generation through Volunteering; Teaching Financial Literacy with Junior Achievement

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As we commemorate National Financial Literacy Month and National Volunteer Week in April, we want to highlight the importance of financial education and volunteerism. At First Foundation, we believe in the pivotal role that financial literacy plays in promoting economic mobility. With great pride, we align ourselves with Junior Achievement, aka JA, the nation's largest organization dedicated to giving young people the knowledge and..

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Wealth & Lifestyle Philanthropy Enjoy

The Joslyn Center and First Foundation Partner to Provide Financial Literacy to Seniors

3 minute read

As we age, it becomes increasingly important to be financially literate and understand the complexities of managing our finances.  Unfortunately, for many seniors, this can be a daunting task.  That's why the Joslyn Center, a senior association and wellness center in Southern California, partnered with First Foundation to offer financial literacy classes to seniors in the area.

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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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