Are Advisers Steering Wealthy Clients Away From 529 Plans?

(As Featured in "Financial Planning")

by TOBIAS SALINGER

High-net-worth and ultrahigh-net-worth advisers are overlooking a valuable savings tool for their clients, one investment research firm says. 

Only 16% of wealthy investors have opened 529 plans for their children’s college expenses, according to a study by investment research firm Spectrem Group... Read More

$60,000 Grant Will Benefit Ocean Education in Newport Beach

(As Featured in the "Daily Pilot")

A $60,000 grant from Irvine-based First Foundation Inc. will be given to the Discovery Science Foundation to help fund the Discovery Cube's Ocean Quest in Newport Beach for ocean-science education... Read More

First Foundation Announces 2016 Financial Results

IRVINE, Calif.--(BUSINESS WIRE)--First Foundation Inc. (NASDAQ: FFWM), a financial services company with two wholly-owned operating subsidiaries, First Foundation Advisors (“FFA”) and First Foundation Bank (“FFB”), announced today its financial results for the quarter and year ended December 31, 2016.

Market Commentary: A Tortoise on Steroids

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

How to Retire When Your Business Partners Are Sticking Around

If you're going into business with several partners, make sure you set some retirement ground rules upfront.

First Foundation Announces Two-for-One Stock Split

IRVINE, Calif.--(BUSINESS WIRE)--First Foundation Inc. (NASDAQ: FFWM), a financial services company with two wholly-owned operating subsidiaries, First Foundation Advisors and First Foundation Bank, today announced that its Board of Directors has declared a two-for-one stock split to be effected in the form of a stock dividend on its common stock. Stockholders of record as of the close of business on January 4, 2017 will be entitled to receive one additional share of First Foundation common stock for each share of common stock held.

First Foundation Completes Branch Acquisition Transaction

IRVINE, Calif.--(BUSINESS WIRE)--First Foundation Inc. (NASDAQ: FFWM), a financial services company with two wholly-owned operating subsidiaries, First Foundation Advisors and First Foundation Bank, today announced the completion of the previously announced acquisition of two branches with approximately $180 million in deposits from Pacific Western Bank. The branches are located in Laguna Hills and Seal Beach, California.

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

Taking Charge of Your Financial Life

You have reached adulthood. Congratulations. Now comes the hard part. You are responsible for the rest of your life! Becoming responsible for yourself includes taking charge of your financial life...