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

Recent Posts

Wealth Planning Wealth & Lifestyle Grow

Year-End Tax Planning 2025: What To Do Now Under the New Tax Law

| 10/6/25 10:18 AM
5 minute read

The new 2025 tax law is in effect, and with the year winding down, many households and business owners are asking the same question: what do I need to do before December 31? The answer depends on your situation, but the good news is that there are a few clear, high-impact steps most people can take right now.

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Wealth Planning Wealth & Lifestyle Grow

One Big Beautiful Bill: 5 Money Moves to Make Before Year‑End

| 8/7/25 9:59 AM
7 minute read

On Independence Day, while most of us were firing up the grill, Washington set off a different kind of fireworks. Surrounded by veterans and small‑business owners, President Trump signed the One Big Beautiful Bill (H.R. 1) into law during a sun‑splashed ceremony on the White House South Lawn.

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Investment Commentary Investments & Economy Grow

Market Commentary: Pulled Back, Propelled Forward

| 7/21/25 10:21 AM
12 minute read

You can almost feel it in your hand. The tension building as you pull the band back, aim, and let go. The slingshot was one of childhood’s simplest thrills – and most vivid physics lessons. Tension precedes momentum. In the first half of 2025, markets delivered that very lesson. After a punishing spring selloff driven by tariff shocks and growth worries, many risk assets snapped back with startling velocity. It wasn’t timing..

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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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