The Wall Street Journal: Todd Morgan was quoted in the article, “Free Financial Advice: How Advisers Are Answering Common Client Questions”
“Free Financial Advice: How Advisers Are Answering Common Client Questions,” by Daisy Maxey, The Wall Street Journal.
Should I make changes in my portfolio?
Bel Air Investment Advisors in Los Angeles
“We are encouraging investors to remain patient and focus on the long-term, as we have always suggested. There are always exogenous events that can temporarily shake the markets. In fact, we saw four months ago that Brexit’s initial shock to the global markets proved to be ephemeral. We reiterate that it is critical to remain calm following this unpredicted outcome in the presidential election. We also believe the market could remain volatile in the week ahead, but we will continue to remain patient and look for long-term investment opportunities in the market.
From an economic and market perspective, there are many positive possible outcomes stemming from Trump taking the White House. First and foremost, this administration should and likely will be very business-friendly. We are also likely to see more expansionary fiscal policy under a Trump presidency. He has promised tax cuts and the elimination of numerous government regulations that he believes have thwarted financial and small-business growth in the U.S. for the years since the 2008 financial crisis. With a supportive Republican Congress behind him, it is now, more than ever, feasible to see cuts in both corporate and income taxation next year. The Trump plan also calls for a repeal of the estate tax, translating to an elimination of the 40% tax on estates greater than the estate tax exemption, which is currently $5,450,000 ($10,900,000 for married couples). Couple this tax-reform with additional infrastructure spending, and U.S. economic growth in the medium-term could surprise to the up side.
While the president-elect has been vocal on certain issues surrounding immigration and trade reform, his policies and appointees remain largely unknown. This brings us to the largest risk post-election: uncertainty. From a trade perspective, Trump’s claim to unwind decades’ old trade deals in favor of more protectionist policies could threaten the global trading system and hinder US economic growth.”
Click here to read the full article.
“Watching Your Wealth: What Are The Rich Investing In?”, by Veronica Dagher, The Wall Street Journal. The rich are selling stocks. What are they buying? Celebrity money manager Todd Morgan, CEO of Bel Air Investment Advisors, joins Veronica Dagher to...read more
Forbes: David Sadkin was featured in the article, “Your Investment Guide For The Second Half of 2016: 11 Best Funds To Buy”
“Your Investment Guide For The Second Half of 2016: 11 Best Funds To Buy,” by Ky Trang Ho, Forbes. 1. SPDR S&P Dividend ETF (SDY) By David Sadkin While this summer is likely to see an uptick in volatility, there are reasons to be cautiously...read more
Financial Advisor: Darell Krasnoff and Stephanie Withers are featured in the article, “Technology Boom”
“Technology Boom,” by Jerilyn Bier, Financial Advisor. Two years ago, Darell Krasnoff, a founding member and a senior managing director with Los Angeles-based Bel Air Investment Advisors LLC, moved to the Bay Area to open and manage its San Francisco...read more
“Survivors’ welfare is a public, private and community responsibility,” by Mark Wilf and Todd Morgan, Jewish Telegraphic Agency. (JTA) — They survived unimaginable horrors, yet went on to live productive lives, despite the haunting memories, the...read more
CNNMoney: Todd Morgan was featured in the article, “The 7 biggest investment mistakes celebrities make”
“The 7 biggest investment mistakes celebrities make,” by Daisy Carrington, CNNMoney Todd Morgan, co-founder of Bel Air Investment Advisors, helps the rich and famous stay in the black and avoid big money mistakes. He says celebrities frequently put more...read more
The Pollack PR Marketing Group
Bel Air Investment Advisors’ Carol Cheng-Mayer To Co-Host Los Angeles Celebration Event For Third Annual Women’s Entrepreneurship Day
LOS ANGELES – (November 10, 2016) – Bel Air Investment Advisors, LLC (Bel Air), a leading wealth management advisory firm, announced today that its senior vice president, Carol Cheng-Mayer, will co-host the third annual Women’s Entrepreneurship Day (WED) in Los...read more
Bel Air Investment Advisors Facilitated A Conversation On Climate Change With President Tong of Kiribati
Bel Air Investment Advisors facilitated a conversation on climate change in their Los Angeles office this week with President Tong of Kiribati and Greg Stone, one of the leading scientists regarding marine conservation and ocean health issues. President Tong held an...read more
Anti-Defamation League to Honor Three Extraordinary Women of Achievement at 21st Annual Deborah Awards Dinner March 3
The Anti-Defamation League (ADL) will honor three women of achievement from diverse fields and backgrounds at the 21st Annual Deborah Awards Dinner on Thursday, March 3 at the SLS Hotel Beverly Hills. This year’s honorees are Carol Cheng-Mayer, Senior Vice President...read more