On Saturday, May 19, 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 […]
news and events
On May 18th, Acacia Wealth attended NAWBO-LA’s 32nd Annual Leadership and Legacy Awards Luncheon. The annual event celebrates connections and brings a legion of successful women business owners and leaders together. The National Association of Women Business Owners – Los Angeles (NAWBO-LA) is one of the organization’s leading and innovative chapters since its beginnings in […]
On May 5th, the AIDS Assistance Program held its 25th annual Evening Under the Stars gala. Evening Under the Stars is the largest annual fundraiser for the AAP – Food Samaritans, a non-profit organization that provides nutritional support for low-income people living with HIV/AIDS and other chronic illnesses in the Coachella Valley. The event honored a […]
Summary U.S. equities ended up slightly for the month of April, but remained in negative territory year-to-date. Manufacturing data in the U.S. saw significant improvement as new business rose at a pace not seen in over three-and-a-half years. Strong demand, higher oil prices, and recently introduced tariffs have increased inflationary pressures with factories reporting a […]
On April 21 Acacia sponsored the Japanese American National Museum’s annual gala honoring those who have been in “Service to Democracy”. For more information about the event and its honorees, Click here.
On April 19th, United Way Women United held their second annual Empower(Her) Spring Salon dedicated to owning your truth and unapologetically telling your story. The ladies were able to network with incredible women and hear inspiring stories from leaders including keynote speaker Mei-Lan Stark, Senior, V.P. and Chief Counsel of Intellectual Property at NBC Universal, […]
On April 8th Acacia Wealth Advisors participated in another successful “Walk for Kids” event at Exposition Park in Los Angeles. Acacia Wealth has been long term supporters of the Los Angeles Ronald McDonald House, with Alev Lewis serving as its Treasurer and Trustee on its Board of Trustees. Since its chartering, the House has served […]
Summary U.S. equities ended down for the month of March and are now in negative territory for 2018. While U.S. manufacturing data showed strong business conditions and new order demand, the recent declaration of tariffs has increased the risk of trade wars and thus spooked investors. Market volatility has increased (S&P 500 experienced 23 daily […]
Women’s History Month is wrapping up but before it is over, Acacia Wealth Advisors salutes the many women who have made a difference in the world and in our lives. Acacia founders Meloni Hallock and Alev Lewis honor this occasion through their leadership and continued support of organizations that empower women, including: NAWBO-LA (National Association […]
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 […]
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.