Marcelo Perez, Author at Alhambra Investments

About Marcelo Perez

Marcelo is the Head of Operations at Alhambra Investments, a fee-only Investment Advisory firm doing business since 2006. Alhambra Investments specializes in all-weather, highly diversified, multiple asset class portfolios. Give us a call today at 1-888-777-0970 or via email at [email protected] and we’d be happy to arrange for one of our investment professionals to discuss your situation with you – completely complimentary. Let’s start the conversation today.

Weekly Market Pulse (VIDEO)

By Marcelo Perez|2021-09-13T11:41:20-04:00September 13th, 2021|Alhambra Research|

Alhambra CEO Joe Calhoun responds to questions about a slowing economy, long-term economic impacts of COVID, stock prices and the business cycle.

Weekly Market Pulse (VIDEO)

By Marcelo Perez|2021-09-07T12:01:49-04:00September 7th, 2021|Alhambra Research, Economy, Markets|

Alhambra CEO Joe Calhoun talks about last week's surprising market reaction to the unemployment numbers and why it's important to study the bond market.

Weekly Market Pulse (VIDEO)

By Marcelo Perez|2021-08-30T12:08:05-04:00August 30th, 2021|Alhambra Research|

Alhambra CEO Joe Calhoun discusses last week's Jackson Hole Fed Meeting, the myth that the Fed controls the economy, and current info on the economy, asset prices, and Core Capital Goods.

Stealth Income Taxes

By Marcelo Perez|2021-08-23T20:39:56-04:00August 23rd, 2021|Financial Planning|

In 1983, the United States changed the rules of engagement when it unveiled the first Stealth Aircraft—the F-117 Nighthawk. The goal was to make a plane that was undetectable to the enemy. The new design didn’t make it completely invisible to radar, but it made detection much more difficult. It’s possible you may have to deal with some stealth attacks [...]

Weekly Market Pulse (VIDEO)

By Marcelo Perez|2021-08-23T20:32:14-04:00August 23rd, 2021|Bonds, Commodities, Currencies, Economy, Markets, Real Estate, Stocks|

Alhambra CEO Joe Calhoun discusses last week's uptrend in the dollar, the falling growth cycle in the economy, interest rates, and gold.

Ask Bob: Social Security Survivor Benefit

By Marcelo Perez|2021-08-17T10:33:43-04:00August 17th, 2021|Financial Planning, Retirement|

Alhambra's Bob Williams answers a question about collecting a Social Security Survivor Benefit on an ex-spouse's work history if you've been remarried after the divorce.

Weekly Market Pulse (VIDEO)

By Marcelo Perez|2021-08-16T13:07:29-04:00August 16th, 2021|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Real Estate, Stocks|

Alhambra CEO Joe Calhoun talks about the 50-year anniversary of coming off the gold standard, and market-based dollar prices

Common vs Solemn Probate

By Marcelo Perez|2021-08-09T13:24:50-04:00August 9th, 2021|Estate Planning, Financial Planning|

Probate is a term most people have heard. It’s the court process required to settle an estate when a Will was used as the estate planning tool. What most people don’t know is that there are two types of probate—Common and Solemn. The executor chooses the one that is most appropriate. Common probate is used most often. It’s the easiest. [...]