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Investments & Economy The Week Ahead Grow

The Week Ahead – The Real Story

Welcome to “The Week Ahead” where we take a moment to provide our thoughts on what we can expect in markets and the economy during the upcoming week. 

The next few months will tell the real story. The U.S. equity market bounced back this week, recovering nearly two-thirds of last week’s correction and leaving the S&P500 within 5% of its January 1 level. Growing evidence that the recovery began in May was bolstered by a record recovery in U.S...

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Investments & Economy The Week Ahead Grow

The Week Ahead – Tug of War

Welcome to “The Week Ahead” where we take a moment to provide our thoughts on what we can expect in markets and the economy during the upcoming week.

My father’s 1973 copy of Webster’s New World Dictionary of the American Language defines “Tug of War” as: 1. A contest in which two teams pull at opposite ends of a rope, each trying to drag the other across a central line 2. Any power struggle between two parties. The more modern Wikipedia.org..

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Wealth Planning Wealth & Lifestyle Grow

Nearing Retirement? Take Another Look at Roth Conversions

| 6/10/20 10:00 AM

Due to lower tax rates and the recently passed SECURE Act, those nearing retirement should consider a Roth Conversion.

For those nearing retirement, taking the right planning steps is even more important given the narrowing time frame to retirement. This current year brings forth planning opportunities which can help you achieve your retirement goals that may not be available next year since there may be an increase in the income tax rates,..

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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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