Resources

At Optivest, our advice is built upon in-depth research and analysis that evaluates the ever changing global economic landscape. For insight into our strategies, you can explore our quarterly updates and economic thoughts below.

March 26, 2020 It seems we are in the season of breaking records. From severe daily market movements both to the upside and downside along with now record breaking unemployment, each day seems to bring  …
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March 18, 2020 Today we again witnessed a very volatile market as we anxiously await to see what type of fiscal stimulus we can expect, and as the impact from the Covid-19 virus continues to  …
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March 16, 2020 We know these times create anxiety so we plan to keep frequent communications coming to you as we see events worth reporting on. This past weekend, The Fed Reserve made another massive  …
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March 11, 2020 The impact of the Coronavirus otherwise known as COVID-19 continues to rattle market and world confidence. As new developments in the detection of the virus have continued to lead headlines, the result  …
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February 25, 2020 Needless to say, the last couple of weeks have been a rollercoaster in the stock market. Continued headlines about the Coronavirus have stoked additional fear as the world comes to grips with  …
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US & World Economy by LESLIE CALHOUN President and CEO A New Year Resolution Both the stock and bond markets had one of the best years on record in 2019, and this most recent decade was the  …
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Featured in Orange County Business Journal (OCBJ) on January 20, 2020 Leslie Calhoun, CEO of Optivest, was recently featured in the OCBJ’s Charity Event Guide.

December 2019 This holiday season, Optivest wanted to give back to our local communities. We partnered with a local charitable organization called Action Angels that identifies families in Orange County in need during the holidays.  …
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US & World Economy by LESLIE CALHOUN President and CEO One for the record books! We have now broken all bull market duration records and have reached all-time highs in our US stock market. Our economic expansion  …
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U.S. & World Economy by LESLIE CALHOUN President and CEO This has continued to be another strong market quarter, with the U.S. economy entering the 11th year of expansion, breaking previous expansion records. While the recovery that began  …
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