INSIGHTS FROM FIRST FOUNDATION

A First Foundation Blog

Mike Chen, CFA, CAIA,

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Investments & Economy The Week Ahead Grow

A Piece of the Puzzle – September 2024

| 9/9/24 9:15 AM

Welcome to the third installment of our series, "A Piece of the Puzzle," where we pause to share our insights on what we can anticipate in the markets and the economy for the upcoming month.

In today’s article, we’ll first discuss the market volatility we have seen over the past several weeks. Next, we’ll take a look at what the major political events over the past several weeks may portend for the upcoming Presidential race in November. And..

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Investments & Economy The Week Ahead Grow

A Piece of the Puzzle – May 2024

| 5/13/24 7:42 AM

Welcome to the second installment of our brand new series, "A Piece of the Puzzle," where we pause to share our insights on what we can anticipate in the markets and the economy for the upcoming month.

In today’s article, we’ll first discuss how the U.S. economy has progressed during the first four months of the year and how this plays into interest rate expectations for the remaining eight months.

Afterward, we’ll discuss the potential..

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Investments & Economy The Week Ahead Grow

A Piece of the Puzzle – March 2024

| 3/8/24 1:00 PM

Welcome to “A Piece of the Puzzle," where we take a moment to provide our thoughts on what we can expect in markets and the economy during the upcoming month. 

In this new series we want to highlight the latest in investment thoughts in an informative and entertaining format.  

In today’s article, we’ll take first take a look at 2023 and then use those insights into positioning for the rest of 2024.

There Was No Lack of Bad News in 2023

Instead..

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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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