Daniel Fan – Director of Wealth Planning
Although easier to obtain for those impacted by Harvey, hardship withdrawals should only be taken after careful consideration.
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:
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
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.
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?
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
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.
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.
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...