 |
Toll Free: (888) 830-4199 www.firstfoundationinc.com |
|
First Foundation Newsletter |
February 2010 Issue |
Rick Keller Chairman First Foundation |
A Note From the Chairman - First Foundation
Our annual Economic/Market Update Luncheon on January 29th was virtually “sold out” with more than 400 of our clients in attendance and well received by all. While preparing my comments on the economy I came across this wise advice: “The national budget must be balanced. The public debt must be reduced; the arrogance of the authorities must be moderated and controlled. Payments to foreign governments must be reduced, if the nation doesn’t want to go bankrupt. People must again learn to work, instead of living on public assistance.” I think the author of this quote will surprise you. You will find it at the end of this newsletter. Rick Keller, CFP®Chairman, First Foundation |
|
First Foundation Advisors |
First Foundation Bank |
First Foundation | ||||
|
A Look Back at FFA’s 2009 Performance; and Ahead at 2010 Portfolio
President John Hakopian noted that First Foundation had a tremendous 2009, outperforming indexes by a wide margin, despite a conservative bias. Request a copy of the full presentation
Build America Bonds
As an outcome of the federal stimulus bill of 2009, Build America Bonds add an appealing option for many investors. Fixed Income Managing Director, Alan Remedios offers a full analysis. Read more...
Funny, It Doesn’t Feel
Like a Recovery Our perspective remains that while things may get less worse, it may still feel miserable to many for some time to come. Read more...
John Hakopian President 
Alan Remedios Managing Director of Fixed Income Investments |
FFB Offers Turbo Tax
First Foundation clients who prepare their personal returns now can access the Turbo Tax online software directly from our Web site, integrating that annual tax chore with the myriad of other financial services offered to our clients. Read more...
Go Green with E-Delivery
of Statements Not only will you help save trees, you’ll also get your bank statements faster without the risk of being lost in the mail or stolen. Learn more .. (PDF)
Scott Kavanaugh Chief Executive Officer 
David Rahn President and Chief Operating Officer |
CNBC Commentator Shares His 2010 Outlook with First Foundation Clients
Our guest speaker at our recent economic update event was political commentator Greg Valliere, who shared his candid takes on politics and the economy. Read his comments...
Our Services
First Foundation is a 20-year-old financial institution that provides integrated Wealth Management, Consulting, Trust and Banking Services
We’re in the News
OnWallStreet.com
Preventing Spoiled Children Through Incentive Trusts January 25, 2010 CNN Money Raiding the Retirement Fund to Keep Your Business Afloat January 15, 2010 OC Metro Business Magazine The Entrepreneur’s Toolbox January 2010 Author of quote above:
Cicero, Roman author, orator & politician (106 BC – 43 BC) |
|
Recent News Releases |
|
February 3, 2010 | ||||
|
December 3, 2009 | ||||
|
December 1, 2009 |
18101 Von Karman Ave., Suite 700, Irvine, CA 92612
Phone: (949) 202-4100 | Fax: (949) 202-4189 | Toll Free: (888) 830-4199
Phone: (949) 202-4100 | Fax: (949) 202-4189 | Toll Free: (888) 830-4199
Important Disclosures:
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 made reference to directly or indirectly in this newsletter, will be profitable, equal any corresponding indicated historical performance level(s), or be suitable for your portfolio. Due to various factors, including changing market conditions, 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 newsletter 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. A copy of our current written disclosure statement discussing our advisory services and fees is available for review upon request.
Investments made by First Foundation Advisors are not insured by FDIC or any other Federal Government Agency, may lose value and are not a deposit of, or guaranteed by, the First Foundation Bank.
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 made reference to directly or indirectly in this newsletter, will be profitable, equal any corresponding indicated historical performance level(s), or be suitable for your portfolio. Due to various factors, including changing market conditions, 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 newsletter 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. A copy of our current written disclosure statement discussing our advisory services and fees is available for review upon request.
Investments made by First Foundation Advisors are not insured by FDIC or any other Federal Government Agency, may lose value and are not a deposit of, or guaranteed by, the First Foundation Bank.
