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2018 Newsletters

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

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

As we enter this period of heightened volatility and checkered quarterly returns, it is even more important to keep a strategically balanced portfolio. We remain opportunistic in adding non-correlated allocations (see Leslie’s thoughts) and stick to our unemotional disciplines (see Bart’s advice) to avoid common market timing whipsaw mistakes, all the while continuously optimizing our core securities selection (per Stella’s article).

Don’t hesitate to call or reach out to your service team with questions: 949.363.8686

All the Best,

Mark, Leslie, Stella and Bart

2017 was a tremendous transition year for Optivest. We added industry veteran Bart Zandbergen, CFP® as Senior Wealth Advisor and Stella Choi, CFA®, CFP® as Director of Portfolio Management who was responsible for implementing our successful risk-based model portfolios for Optivest clients. As 2018 commences, we continue to refine our portfolio models and upgrade our different portfolio software systems to enhance our management and reporting capabilities.

2017 was a tremendous transition year for Optivest. We added industry veteran Bart Zandbergen, CFP® as Senior Wealth Advisor and Stella Choi, CFA®, CFP® as Director of Portfolio Management who was responsible for implementing our successful risk-based model portfolios for Optivest clients. As 2018 commences, we continue to refine our portfolio models and upgrade our different portfolio software systems to enhance our management and reporting capabilities.