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

Recent Posts

Investment Commentary Investments & Economy Grow

Market Action Update: Staring at the Edge

| 3/14/23 11:27 AM
3 minute read

What a difference a few days make. Early last week, a more hawkish Fed had the market pricing in almost a coin flip between a 25bps rate hike and a 50bps rate hike. The theme was “higher for longer.” However, we ended the week with a run on the banking sector, which saw the collapse of two large regional banks. While there are echoes of the Great Financial Crisis, this time around it isn’t so much a credit issue (bad loans) but a..

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Wealth Planning Wealth & Lifestyle Grow

Secure Act 2.0 Overview

| 3/2/23 12:27 PM
6 minute read 
Seven highlights of the newest version of the bill—and what it might mean for you and your wealth

On December 29, 2022, President Biden signed into law the Setting Every Community Up for Retirement Enhancement 2.0 Act of 2022 (SECURE 2.0 Act) as part of the Consolidated Appropriations Act (CAA) of 2023, the $1.7 trillion omnibus spending bill funding the U.S. federal government for the 2023 fiscal year. SECURE 2.0 is a follow-up..

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Investment Commentary Investments & Economy Grow

Looking Beyond

| 1/24/23 9:54 AM
10 minute read

The year ended leaving many frustrated and confused about the financial markets, and as we start 2023 there are some glimmers of optimism. But, in order to appreciate the real story about the economy and the financial markets, we must look beyond the current environment.

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