The Wall Street Journal: Todd Morgan was quoted in the article, “Trump’s Victory Polarizes Investors as Financial Advisers’ Clients Adjust”
“Trump’s Victory Polarizes Investors as Financial Advisers’ Clients Adjust,” by Daisy Maxey and Veronica Dagher, The Wall Street Journal.
Todd Morgan, senior managing director at Bel Air Investment Advisors in Los Angeles, was taking client calls on his cellphone well into the early hours of the morning. “Oh my God, what’s going to happen to our country?” he says some clients asked.
Mr. Morgan told clients to try to get some sleep and encouraged them to take a wait-and-see approach. He is now telling any concerned clients about the possible market positives of a Trump presidency, including a business-friendly Washington, as well as walking them through the unknowns and potential negatives, including Mr. Trump’s trade stance.
Most clients were calm Wednesday morning, Mr. Morgan says. “Some are now thinking less about personality and more about what he might do for the economy,” he says.
Click here to read the full article.
Reuters: Aaron Jett was quoted in the article, “At midday: Wall Street rises as oil prices touch one-year high”
“At midday: Wall Street rises as oil prices touch one-year high”, by Yashaswini Swamynathan, Reuters. “Today is also a little bit of a relief rally from last week. With the bond market closed, it’s safe to go ahead and buy stocks,” said Aaron Jett, vice...read more
Reuters: Aaron Jett was quoted in the article, “FACTBOX-Market participants react to U.S. presidential debate”
“FACTBOX-Market participants react to U.S. presidential debate”, by Lewis Krauskopf, Reuters. AARON JETT, VICE PRESIDENT, GLOBAL EQUITY RESEARCH, BEL AIR INVESTMENT ADVISORS, LOS ANGELES: “The market wants Hillary to win. The better she does (or the...read more
Los Angeles Times: Todd Morgan was quoted in the article, “A hot market for IPOs shows itself — at least for a week”
“A hot market for IPOs shows itself — at least for a week”, by Paresh Dave, Los Angeles Times. “There’s a lot of cash around, and the alternatives in bonds and elsewhere are not very attractive,” said Todd Morgan, chairman of fund advisor Bel Air...read more
The Wall Street Journal: Todd Morgan was mentioned in the article, “Wealth Adviser Daily Briefing: Index Funds turn 40, a ‘How-to’ for Foreign Home Buyers”
“Wealth Adviser Daily Briefing: Index Funds turn 40, a ‘How-to’ for Foreign Home Buyers”, by Michael Wursthorn, The Wall Street Journal. WSJ Watching Your Wealth podcast. Celebrity money manager Todd Morgan, CEO of Bel Air Investment Advisors,...read more
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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