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First Foundation Advisors was founded in 1990 as Orange County's first fee-only advisor.

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Investment Commentary Investments & Economy Grow

Uncertainty Expected, and Factored In

| 10/21/20 8:45 AM
11 minute read

Overview

Ten-plus months into the year and I think it is fair to say that 2020 has been the most extraordinary year of our generation, and the events that unfolded around the world have certainly made their mark on the U.S. financial markets. As you likely recall, the U.S. stock market plummeted in the first quarter, but what you might not so vividly remember is that the market fell into a 20% bear market in the shortest time..

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Investments & Economy Economic Insights Grow

What the 2020 Presidential Election Means for Your Portfolio

| 10/1/20 9:58 AM
5 minute read

We typically don’t mix politics with our investment commentary, but every couple of years (and definitely once every four years) we are compelled to address it. Our positioning is one that looks at what the various fiscal policies might mean for your investments. And this year—specific to the topic of tax policy—there is more disparity than ever between the two candidates. Plus, we are coming off a time period where there has..

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Investment Commentary Investments & Economy Grow

Fed Action Buoys the Harsh Realities of the Economic Shutdown

| 8/3/20 7:00 AM
9 minute read

The following is a summary transcript of our quarterly commentary video. If you haven’t seen it yet, we invite you to view below. 

 

Believe it or not, 2020 is now more than halfway over. And it is time for our quarterly investment commentary and midyear outlook.

Second Quarter Recap: Staying the Course Was Challenging but Paid Off

So, let’s start off by..
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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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