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Wealth Planning Wealth & Lifestyle Grow

What is Wealth Planning? Pt. 4: Risk Management

3 minute read

Risk Management is planning for the “what if” scenarios that no one wants to occur. What if I become disabled? What if I am subject to a lawsuit? What if I pass away prematurely? These unfortunate scenarios could have a significant negative impact on your family’s financial security. The hope is that these scenarios never occur, but there are no guarantees they won’t—so planning should be done to protect your financial security..

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Investments & Economy The Week Ahead Grow

The Week Ahead – The Risk at Play

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. 

Last week began where the previous week finished, as stocks remained under pressure. The technology-heavy Nasdaq Composite Index fared the worst, ending the week down more than 10% from the all-time high it reached at the beginning of September. Unusual activity in Options markets, increased..

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Wealth Planning Wealth & Lifestyle Grow

What is Wealth Planning? Pt. 3: Investments

4 minute read

It is no secret that one of the key factors in obtaining financial security and freedom is having enough financial resources to live the lifestyle you want before and after retirement. Effective wealth planning is not only determining how much is needed to obtain the financial security and freedom you desire, but also developing an investment plan to accumulate and protect those resources.

So how do investments fit into a wealth..

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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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