INSIGHTS FROM FIRST FOUNDATION

A First Foundation Blog

Investment Commentary Investments & Economy Grow

Navigating a Stronger-Than-Expected Economy Amid Sticky Inflation

| 4/15/24 10:23 AM
9 minute read

The U.S. stock market reached new highs in the first quarter with three consecutive months of positive returns capping the quarter with strong gains for U S and International equities. The U.S. economy remained resilient despite short term interest rates sitting near 20-year highs. Strong corporate earnings, a robust labor market and the continued strength of the U.S. consumer provided a supportive backdrop for stocks and propelled..

Continue Reading >>
Investment Commentary Investments & Economy Grow

Turning the Page: A New Chapter in the Economy

| 1/18/24 9:38 AM
11 minute read

2023 was supposed to be the year of a likely recession.  That did not happen.  In fact, the U.S. economy proved remarkably resilient and global stock and bond markets were able to shake off a host of uncertainties to post strong gains for the year; unlike 2022, when virtually every asset had negative returns.

What a difference a year makes.  The 4th quarter was aided by a powerful year-end rally as U.S. stocks (S&P 500) jumped nearly..

Continue Reading >>
Investment Commentary Investments & Economy Grow

Charting a Steady Course

| 10/19/23 1:02 PM
10 minute read

After a strong first half of the year, global equities faced several headwinds in the third quarter. Oil prices surged nearly 40% between mid-June and late September; Treasury yields have pushed to new cycle highs as the Federal Reserve has maintained a restrictive policy stance, which in turn has boosted the U.S. dollar. The S & P 500 Index reached a 2023 high at the end of July, but from its intra quarter high the index declined..

Continue Reading >>

IMPORTANT DISCLOSURE INFORMATION    

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.

About the Author

Stay Informed