March 2019 It is highly likely that in the past you may have been the victim of credit card fraud or some type of identity theft. Fraud is becoming so prevalent, the FBI is overwhelmed  …
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Company Update by LESLIE CALHOUN President and CEO Over the past several years, Optivest experienced record growth due to our ability to attract high net-worth clientele and talented, experienced professionals. Yet the end of December brought the  …
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A Delicate Balance Did you know the Federal Reserve (aka The Fed) is not a part of the federal government and was created by an act of Congress? Its purpose is to serve the public  …
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May 24, 2018 – Mark Van Mourick along with the other board members of National Storage Affiliates Trust (NSA) rang the opening bell of the New York Stock Exchange (NYSE) this morning in honor of  …
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Published in Orange County Business Journal on April 16, 2018: Leslie Calhoun, Senior Partner & Chief Compliance Office was nominated for the Orange County Business Journal‘s 2018 Women of the Year award. This award is designed to recognize  …
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U.S. & World Economy by PRIVATE: MARK VAN MOURICK, Founder ALL WEATHER PORTFOLIOS In our January newsletter we forecasted that interest rates would rise enough to cause the long-term bond market to lose 5%, which would cause  …
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