One of the most important questions to ask your financial advisor is “Are you a fiduciary?” At Acacia Wealth Advisors, that answer is a resounding YES! We launched our practice with a mission to always serve our clients as fiduciaries and put their best interests above all else—this has not and will not change. Late […]
news and events
U.S. equities reversed their recent upward trend in February as volatility spiked and stronger wage growth pointed to an increasing threat of inflation. International and emerging market equities also saw pullbacks during the month but remain in positive territory year-to-date. Fixed income investments continued to decline as investors anticipated a faster pace of future rate […]
On Saturday, February 24, 2018, and in conjunction with Financial Planning Association of Los Angeles, Amy Born & Joe Rosol conducted one-on-one personal financial counseling sessions with Habitat Partner Homebuyers. With the support of community partners, donors and volunteers, Habitat LA constructs new or renovates existing homes alongside Habitat Partner Homebuyers. In addition to a […]
On February 22, 2018, Acacia Wealth Advisors, along with Sanli Pastore & Hill, hosted a luncheon by Dr. James Coyle. He is the author of the recently published book, Russia’s Border Wars & Frozen Conflicts. During the presentation Dr. Coyle examined the origins and execution of Russian military and political activities in Moldova, Georgia, Ukraine, and […]
U.S. equities saw robust returns in January as corporate earnings remained strong and investors predict continued growth under the new tax plan. International and emerging market equities performed well in the first month of the year as they experienced continued synchronized global growth. A declining U.S. dollar helped further boost returns for U.S. based investors. […]
U.S. equities continued to move up in December with many indexes ending the calendar year in record territory. International and emerging market equities performed strongly for the month and year on upbeat global economic data. The decline in the U.S. dollar during the year further enhanced international and emerging market returns for U.S. based investors. […]
U.S. equities continued to rally in November amid strong corporate earnings, optimism surrounding tax reform, and rising consumer confidence. International and emerging market equities declined in local terms, but U.S. based investors experienced modest positive returns due to the decline in the U.S. dollar relative to other currencies. Bonds declined as the market priced in […]
On November 18, Alev Lewis of Acacia Wealth attended the 2020 Women on Boards Los Angeles/Orange County Luncheon at the LA music center. 2020 Women on Boards is a national campaign to increase the percentage of women on U.S. company boards to 20% or greater by the year 2020. Alev currently serves as the Treasurer […]
Global equities continued to rise in October as economic conditions around the world showed improvement. Interest rates held steady as the Federal Reserve unanimously voted to keep rates the same, but hinted at a possible rate hike in December. Economic Data Real U.S. GDP in the third quarter rose 3.0%, a slight decrease over the […]
On Saturday, October 28th the Financial Planning Association held the 8th annual Los Angeles Financial Planning Day at the Los Angeles Central Library. Co-lead by Pro Bono Director, Joe Rosol, and Public Relations Director, Amy Born, of the Los Angeles chapter of Financial Planning Association, dozens of qualified Certified Financial Planner (CFP®) professionals offered free, […]
Acacia Wealth Advisors is registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC.
This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.
All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.
This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of HighTower Advisors, LLC, or any of its affiliates.