| Calvin Jones, CFA, Managing Director of Fixed Income (17)

Calvin Jones, CFA, Managing Director of Fixed Income

Mr. Jones is a senior member of the First Foundation Advisors investment management team and is responsible for working closely with First Foundation’s financial advisors to develop investment strategies utilizing income assets to help clients achieve their financial goals. In his role, Mr. Jones serves on the company’s Investment and Asset Allocation committees and is responsible for leading and overseeing the firm’s fixed income assets. Mr. Jones joined First Foundation Advisors in 2011. His previous experience at ProShare Advisors included trading and analysis in global equity and derivatives markets for the world’s largest manager of leveraged and inverse funds. Mr. Jones earned a Bachelor of Engineering degree from the University of Pittsburgh and a Master of Science in Mathematical Finance degree from the University of North Carolina at Charlotte. He is a member of the CFA Institute and the CFA Society of Los Angeles.

The Week Ahead – The Risk at Play

By Calvin Jones, CFA, Managing Director of Fixed Income

| 9/14/20 8:36 AM

Welcome to “The Week Ahead” where we take a moment to provide our thoughts on what we can expect in markets and the economy during the upcoming week.

Last week began where the previous week finished, as stocks remained under pressure. The technology-heavy Nasdaq Composite Index fared the worst, ending the week down more than 10% from the all-time high it reached at the beginning of September. Unusual activity in Options markets, increased..

Investments & Economy The Week Ahead Grow

The Week Ahead – Navigating What’s Ahead

By Calvin Jones, CFA, Managing Director of Fixed Income

| 8/24/20 9:05 AM

Welcome to “The Week Ahead” where we take a moment to provide our thoughts on what we can expect in markets and the economy during the upcoming week.

“Navigating the Decade Ahead” is the broad theme for this year’s Fed Economic Policy Symposium, traditionally held at Jackson Hole, Wyoming. This meeting has been of significant interest because many times it has been used as THE venue for presenting new monetary policy initiatives. The..

Investments & Economy The Week Ahead Grow

The Week Ahead – Hope for the Best, Plan for the Worst

By Calvin Jones, CFA, Managing Director of Fixed Income

| 8/4/20 8:00 AM

Welcome to “The Week Ahead” where we take a moment to provide our thoughts on what we can expect in markets and the economy during the upcoming week.

After falling over 30% since late February, the U.S. equity market notched its fourth-straight monthly gain last week and has nearly recovered all of its pandemic-fueled declines. The economic activity's pullback was confirmed last week, as U.S. GDP fell by a historic 9.6% in the second quarter..

<< Previous Next >>

IMPORTANT DISCLOSURE INFORMATION

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.

INSIGHTS FROM FIRST FOUNDATION

A First Foundation Blog