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Beginning of the Year Planning: 5 Quick Actions to Take Now

| 1/11/23 11:05 AM
4 minute read 

A new year brings new opportunities to take advantage of to enhance your future financial success. In that regard, we want to share five quick planning ideas to kick off the new year.  

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Wealth Planning Wealth & Lifestyle Grow

Year-End Tax Planning Strategies

| 12/21/22 2:03 PM
8 minute read 

With year end rapidly approaching, there is still time to implement tax saving strategies to lower your 2022 taxes. Current focus should be on deferring 2022 income into the following year and accelerating deductions for 2023 into the current year. This is often referred to as the “normal approach” to year-end tax planning.

One recent legislation update relates to individuals turning 72 in 2023, and expecting to begin their..

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Wealth Planning Wealth & Lifestyle Grow

What is Direct Indexing?

| 12/20/22 11:32 AM
4 minute read 

This is an overview explaining Direct Indexing and how you may benefit from using this alternative, tax-aware investment strategy. 

Most of us are familiar with the term indexing when it comes to investing. It simply means mimicking a specific investment index. While there are over 5,000 different indices, the most common index investors follow is the Standard and Poor’s 500 (S&P 500). Others that are frequently displayed across..

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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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