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First Foundation Advisors

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

Recent Posts

Investment Commentary Investments & Economy Grow

Where’s the Recession?

| 7/20/23 12:07 PM
10 minute read

The U.S. economy has been remarkably resilient in the face of tightening Fed policy. This was supposed to be the year of a likely recession. That has yet to happen; in fact, global equities continued to rally in the second quarter of the year, led again by surging U.S. mega-cap growth stocks. The S&P 500 index gained 6.6% in June and 8.7% in the second quarter driving its year-to-date return to 16.9%. Developed international..

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Investment Commentary Investments & Economy Grow

The End of the Tightening Cycle is Near

| 4/19/23 3:01 PM
12 minute read

Economic stresses began to appear during the first quarter, capped by the second-largest bank failure in U.S. history (Silicon Valley Bank), as rising rates, tighter lending conditions and shrinking liquidity weighed on economic growth. Despite the turmoil, global equity markets held up remarkably well in March and posted solid returns for the quarter.

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Wealth Planning Wealth & Lifestyle Grow

Attention Californians: You Might Qualify for Tax Extension

| 4/6/23 4:00 PM
3 minute read 

Traditionally, the month of April causes much angst and nervousness, since tax returns and payments are normally due on April 15, Tax Day. Nevertheless, due to the severe winter storms and snowfall in California last year and early this year, the IRS and the California Franchise Tax Board (FTB) have extended the deadline for tax filings and payments for the 2022 tax year for Californians who are residents or have businesses..

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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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