WSJ – Don’t Let Estate-Tax Uncertainty Disrupt Sound Legacy Planning

(As Featured in the Wall Street Journal)

Daniel Fan is director of wealth planning at First Foundation Advisors in Irvine, Calif. Voices is an occasional feature of edited excerpts in which wealth managers address issues of interest to the advisory community. As told to Jacob Meade.

When it comes to the estate tax, we are living in a climate of uncertainty... Read More

Posted 10/17/2017 Read More >

CNBC – 7 ways to save money in college

(As Featured on

Between tests and essays, the last thing college students (and their parents) want to stress over is money.

Yet there are some easy ways to cut your costs. Here's what you can do to save. Read More

Posted 09/21/2017 Read More > 2017 Midyear Outlook

(As Featured on

2017 Midyear Outlook

The magazine of Read More

Posted 08/15/2017 Read More >

OC Banks’ Q2 Mostly Positive

(As Featured in "Orange County Business Journal")

Four of the five biggest banks based in Orange County reported last week that profits improved in the second quarter... Read More

Posted 07/31/2017 Read More >

Long-dated Treasury yields see weekly climb

(As Featured in "MarketWatch")

Long-dated Treasury yields rose for the week as recovering commodity prices, particularly for oil, and some stronger-than-expected economic data raised growth and inflation expectations. 

Posted 07/28/2017 Read More >

Renewed Chinese appetite for Treasurys might not keep a lid on yields

(As Featured in "MarketWatch")

The bond bears have plenty of problems to contend with, including tepid inflation data, an economy that may be in the last innings of the business cycle, and low global interest rates, to name a few. 

This week, traders appeared to add one more to that list—renewed Chinese purchases of Treasurys... Read More

Posted 06/08/2017 Read More >

Bond traders overlook wage inflation at their peril, chart shows

(As Featured in "MarketWatch")

Bond traders are ignoring the buds of inflation.

Many investors have argued that the absence of more robust wage growth and higher consumer prices will keep a lid on yields, but a closer look at the data show the Treasury market could be blindsided by a pick-up in wages and thus inflation... Read More

Posted 06/01/2017 Read More >

Advisers bracing for Fed's unprecedented bond sale

(As Featured in "InvestmentNews")

Nine years after the start of a quantitative easing program that left the Federal Reserve with a record $4.5 trillion balance sheet, market watchers are now speculating how the Fed's plans to start selling those bonds will hit the financial markets.

Posted 07/17/2017 Read More >

First Foundation Appoints VP, Credit Manager of Equipment Finance

(As Featured in "Monitor Daily")

First Foundation hired Larry Scarpone as vice president and credit manager of the bank’s equipment finance department.

Posted 07/07/2017 Read More >

Treasury yields rebound after raft of bullish economic data

(As Featured in "MarketWatch")

Treasury yields recovered Thursday after a stronger-than-expected reading on private-sector jobs growth that came a day ahead of the more closely-watched non-farm payrolls numbers... Read More

Posted 06/01/2017 Read More >

First Foundation Buys Bank, Seeks More Deals

(As Featured in "Orange County Business Journal")

FINANCE: Uses soaring shares for acquisition

Irvine-based First Foundation Inc... Read More

Posted 06/26/2017 Read More >

First Foundation Buys Bank

(As Featured in "Orange County Business Journal")

Irvine-based First Foundation Inc. said it purchased Community 1st Bancorp for $50.4 million in stock to increase its presence in the Sacramento region. 

Community 1st Bancorp is the parent company of Community 1st Bank, which has $373 million in total assets and offices in Auburn, Sacramento and Roseville. The transaction is expected to close in the fourth quarter... Read More

Posted 06/15/2017 Read More >

M&A at midyear: Lackluster volume but attention-getting prices

(As Featured in "American Banker")

Deposits are becoming a more important aspect of bank M&A.

Funding costs were largely overlooked for years while the Federal Reserve kept interest rates artificially low and banks drowned in deposits. Many institutions remain flush with liquidity as consumers and businesses are reluctant to make big withdrawals... Read More

Posted 06/29/2017 Read More >

First Foundation's CTO Adrian Darmawan Talks Enterprise Technology Solutions

(As Featured in "CIO Review")


Posted 04/24/2017 Read More >

Are Advisers Steering Wealthy Clients Away From 529 Plans?

(As Featured in "Financial Planning")


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

Posted 03/21/2017 Read More >