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The Optivest Blog

Our concern list grows. High equity valuations and rising interest rates stress our markets on a fundamental basis that high consumer confidence and low unemployment in the U.S. ultimately cannot outrun. While our U.S. stock market rallies on greater company spending for stock buybacks than capex even after tax law changes are supposed to promote capex, high debt levels and increasing debt coverage expense will bleed into that. Globally, our strong Dollar may be its own worst enemy particularly in the midst of trade wars and politics. We continue to be vigilant and feel we have the best investments to participate in long-term economic growth and any potential interruptions to this rally in the near-term.

We are here to humbly serve you and encourage you to contact us with any questions you might have.

All the Best,

Mark, Bart, Leslie & Stella

Featured in Orange County Business Journal (OCBJ) on September 3, 2018

The Optivest Foundation is included in the top private philanthropic organizations in Orange County for 2018, based on its generous contributions made to ministry partners and Christian philanthropies throughout Orange County in 2017. The Optivest Companies (Optivest Wealth Management, Optivest Properties, Optivest Investment Banking and Optivest Retirement Strategies) all tithe 10% of gross revenue to the Optivest Foundation for distribution to Christian ministries locally and across the globe.

Optivest Foundation “Why Wall”

Mark Van Mourick, Founding Partner of Optivest Wealth Management alongside Letitia Berbaum, Wealth Advisor, proudly showcase the Optivest Foundation Why Wall in the Optivest corporate office in Dana Point. This Why Wall highlights specific projects, families and initiatives the Optivest Foundation has supported locally and stands to reiterate the bedrock of the Optivest businesses.

Click Here to view The List: 2018 OC Corporate, Private Foundations

Visit www.optivestfoundation.org to learn more

Featuring Paula Steurer

July 23, 2018

Meet Paula Steurer of Sterling Public Relations:

With a dynamic background in all facets of marketing, and a portfolio of clients ranging from start-up companies to internationally recognized brands, Paula’s vast experience provides a comprehensive platform for turning ideas into reality. By custom tailoring a blend of services for each client, based on their individual goals, synergistic campaigns take flight- working progressively to achieve optimum results. Recognized and awarded by discerning organizations, Paula’s service driven and solution oriented philosophy has become synonymous with her namesake brand. Through her leadership, Sterling Public Relations has become the in-demand firm for brands who desire a competitive edge.

Dedicated to giving back to the community, Sterling PR proudly supports the following organizations and their philanthropic efforts: Childhelp, CASA: Court Appointed Special Advocates, CHOC Children’s, The American Cancer Society, JDRF: Juvenile Diabetes Research Foundation, Second Harvest Food Bank, The OC Food Bank and Working Wardrobes. www.SterlingPublicRelations.com @SterlingPR on Instagram.

The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.

Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.

Featuring Nadine Kano

July 16, 2018

Nadine Kano is a high tech industry veteran with a broad technical, business development, marketing, and communications background. Straight out of college, she joined Microsoft to work on the first version of Word for Windows as the internationalization engineer. In her more than 23 years at Microsoft, she worked in a variety of roles, including software developer, technical evangelist for Windows, event content manager, OEM marketing director, IT solutions director, and senior director of executive communications. An award winning technical writer, Nadine wrote the landmark book Developing International Software, and authored articles for publications like Microsoft Systems Journal, Microsoft Developer Network and MultiLingual Computing Magazine, where she served as a contributing editor.

After graduating from Microsoft in 2012, Nadine co-founded The Arioso Group, LLC, a consulting firm specializing in communications, where she practices the art of helping corporations and startups tell their technical and business stories. She has served as an advisor to several early stage startups and co-teaches a course on software internationalization at Harvard Extension School.

A Princeton graduate with a BSE in computer science, Nadine served on the university’s computer science department advisory council for 12 years and augmented her computer science background with an MBA from Stanford University Graduate School of Business. She also graduated first in her class with a pastry degree from Le Cordon Bleu in Paris and teaches cooking classes as a hobby.

The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio.

Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.

Featuring Alyssa Ruiz

July 16, 2018

Alyssa Ruiz has been a Professional Stylist at b.spoke in Costa Mesa, CA for four years. Specializing in designing and styling outfits ranging from formal to casual wear, Alyssa has an eye for creating unique looks catered to match the personalities of her clients. As an Orange County native, Alyssa has deeply immersed herself in the community and gained a prestigious clientele throughout Southern California and essentially the US, as she travels to meet the wardrobe needs of her high-profile clients before television or speaking appearances. A number of Professional Athletes and Executives from all fields trust Alyssa to curate the perfect branded look to take their professionalism to the next level and discover the b.spoke promise of “the experience of dressing well.” Alyssa’s styles can be found on her Instagram page @bspoke.by.alyssa and she accepts direct appointment scheduling online at www.bspokestyle.com/alyssaruiz.

The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio.

Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.

A strong U.S. economy has stretched asset values and caused a run-up in interest rates, leading the financial markets to one of the flattest first-half performances in recent history. We look for earnings to catch up to valuations and hope for a positive end to the global trade wars in the second half of this year. Most importantly, we remain adherent to our mission of optimizing your investment portfolios and planning for your ideal future.

As always, we are here for you. Please feel free to reach out with any questions that you may have.

All the Best,

Mark, Bart, Leslie & Stella

Featuring Innovative Growth Strategies

July 02, 2018

Letitia Berbaum was back in the studio with a special guest, originally from the Midwest, who is sharing her lessons learned from working with brands and their growth strategies.

The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio.

Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.

Investing 101 with Bart Zandbergen and Letitia Berbaum

June 18, 2018

Bart Zandbergen and Letitia Berbaum were back in the studio talking lessons learned from the latest challenges and changes in the stock market.

The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio.

Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com

Featuring Mark Olsen, DDS

June 18, 2018

About Mark Olson, DDS: A second generation dentist, who studied biology and art at UCSB, dentistry allows him to combine both of these passions. A fellow of the international congress of oral implantologists, who has traveled around the country teaching other dentists the art and science of cosmetic dentistry, his focus is on creating a stable functional foundation so that cosmetic dentistry is as predictable and long lasting as possible.

Learn more by visiting www.markolsondds.com

The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio.

Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com

Featuring Michael Marion

June 4, 2018

Michael is the Founder and President of Marion Consulting, LLC which is currently celebrating 38 years of service. He has limited his practice to focusing on Family Wealth Transfer, Philanthropic Planning, Business Succession and Executive Benefit needs of high net worth families and successful closely held businesses.

Michael’s firm has established relationships with a unique network of top performing professionals from every relevant professional discipline. They collaborate with the “best of the best”.  The result is an all-star team of financial, insurance, legal and tax experts with specialized, cutting edge and long-term experience working with high net worth clients and closely held business enterprises.

The Firm has developed substantial business interests in Southern California, Phoenix and Scottsdale, Arizona.

The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio.

Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com