Hurricane Relief and Retirement Fund Hardship Withdrawals

Daniel Fan – Director of Wealth Planning

Although easier to obtain for those impacted by Harvey, hardship withdrawals should only be taken after careful consideration.

Executive Summary

Posted 09/06/2017 Read More >

Ensuring Your Employees Stay Safe During the Heat

by JOSEPH FISCO, VP, Director of Safety and Health, First Foundation Insurance Services

Heat Illness Prevention

Extreme heat can put workers health at risk. Fortunately, most cases of heat illness are preventable. Cal/OSHA has put out guidelines to keep your employees safe during times of extreme heat. There are 4 required steps: 

  1. Training
  2. Water
  3. Shade
  4. Planning

Training

Posted 08/31/2017 Read More >

A Not-So-Lonely Planet

The U.S. has been the best house on the block. U.S. stocks have significantly outperformed international stocks since the financial crisis. But this year, for the first time in a long time, international markets are outperforming the U.S. Our lonely stock market rally is not so lonely any longer. Are we on the verge of a change in leadership? Is it time to dust off the passport in search of overseas opportunities? 

Another hot summer day in Rome

Posted 07/27/2017 Read More >

Vacation Cyber Safety Travel Tips

According to the most recent report by the American Automobile Association, over 40 million Americans will travel this Fourth of July; and according to an informal office poll conducted here at First Foundation, close to 80% of you will take a trip at some point this summer. And that’s great – summer is a wonderful time to spend time with family and friends while recharging your batteries at the beach, the lake, the European village... Except there is one thing that now needs to be a part of everyone’s itinerary: cyber security safety. And it needs to begin before you zip up your suitcase.

Posted 06/28/2017 Read More >

The Dilemma of the Family Business – To Sell or Not to Sell

The Dilemma of the Family Business – To Sell or Not to Sell

As family business owners near retirement age, they face many difficult decisions:  Will they be able to support their retirement needs?  Should they pass down the business to the next generation or sell to a third-party?   Are they going to be able to truly let go of the business?

Posted 05/22/2017 Read More >

Market Commentary: Good to Great

President Trump Has Promised to “Make America Great Again” – but Can the Economy Make the Transition From Good to Great?

Louis P. Abel, CFA, CAIA
Chief Investment Officer, Chair of the Investment Committee
First Foundation Advisors

“We have a great economic plan. We will double our growth and have the strongest economy anywhere in the world.”
– Donald J. Trump’s election victory speech
 

Posted 04/26/2017 Read More >

Keep Your Information Safe This Tax Season

Protecting your personal information and helping you stay safe from cyber fraud is an important part of what we do at First Foundation. We have a team of resources dedicated to keeping you protected and providing education, especially when scams are at their peak. While there is no “down season” for the fraudsters and scammers, the tax-filing season consistently ranks as one of the top times of the year for the bad guys to do their work.

Posted 03/27/2017 Read More >

Market Commentary: A Tortoise on Steroids

President-Elect Trump’s Policy Agenda Triggers “Animal Spirits” But Brings Plenty of Risks Too

Posted 01/19/2017 Read More >

The Sun Still Came Up This Morning

Louis P. Abel, CFA, CAIA
Chief Investment Officer, First Foundation Advisors - Member, Investment Committee

Our early take on the surprising presidential election result, the impact on the financial markets, and the implications for your investment portfolio.

Posted 11/09/2016 Read More >

The Eye of the Hurricane

Louis P. Abel, CFA, CAIA
Chief Investment Officer, First Foundation Advisors – Member, Investment Committee

Posted 10/24/2016 Read More >

Everything Seems Different, but Little Has Changed

What a year this has been, and it is only half over.  The sentiment is that the first six months of the year produced events that have reshaped the economy, yet when we look at the markets – especially here in the U.S. – the data suggests not much has changed. Despite that, it was not the straightest of paths to arrive where we are today...

Posted 07/18/2016 Read More >

A Tale of Two Halves: Markets Swoon, Then Recover

It was a tale of two halves in the first quarter of the year for global financial markets. Stock markets plunged early on, falling 10% to 15% or more...

Posted 04/29/2016 Read More >

Tips for This Tax Season – Cyber Security Edition

Tax season is well underway, which for many of us means it is time to gather key financial documents and work with our wealth advisors

Posted 03/29/2016 Read More >

Planning Challenges with Real Estate

For many wealth creators, the largest asset class in their net worth, or at least a very important part, is their real estate. The real estate can take many forms. Real estate used in, the family business

Posted 09/01/2016 Read More >

Succession Planning for Lawyers

Attorneys are familiar with the popular statistics on the succession of family businesses. The data reveals that only 30% successfully transfer to the next generation and only 1 out of 8... 

Posted 06/29/2016 Read More >