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First Foundation Advisors

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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

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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Investor Education Investments & Economy Grow

Navigating Rough Seas: Staying the Course & the Cost of Market Timing

| 4/29/20 2:00 PM
Time to read: 7 minutes

Today’s volatile investment environment has provided a moment for much needed self-reflection, particularly around one’s risk appetite. In the decade following the Great Financial Recession we saw many macro events which scared investors, but by and large, the past few years investors have been spoiled with strong equity returns with relatively low volatility. In 2017, per Standard & Poor’s, the S&P 500 had zero days..

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Investment Commentary Investments & Economy Grow

Staying Disciplined in an Uncomfortable Market

| 4/10/20 1:44 PM

We sincerely hope you and yours are healthy and adjusting well enough to all the disruptions and changes we are currently facing together in our daily lives. We will surely remember this time and the profound impact it is having on our families, communities, and country.

We will get through this crisis. Things will improve, and we will recover. This too shall pass. In the meantime, events are moving very rapidly, policy responses are in flux,..

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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.

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