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.

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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U.S. & World Economy by LESLIE CALHOUN President and CEO A tremendous rally in the U.S. and global stock markets thus far into 2019 is supported by signs that central banks worldwide are willing to hold tight  …
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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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