Marcelo Perez

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.

Like-Kind Exchange Deadline Extensions – IRS Notice 2020-23 Violates The Inviolate

By |2020-05-06T09:06:18-04:00May 6th, 2020|Estate Planning, Financial Planning, Retirement, Taxes/Fiscal Policy|

By Rafael A. Perez, Esq., Partner at McArdle, Perez & Franco P.L. and Chief Compliance Officer at Alhambra Investments   Introduction: Over the past several decades of practicing real estate law I have had many clients, both domestic and foreign, ask me to apply for an extension of a like-kind exchange deadline. My response has always been that this is [...]

SPECIAL REPORT: The Yield Curve And What It Means

By |2020-01-31T12:38:07-05:00January 31st, 2020|Alhambra Research, Special Reports|

The Yield Curve Inverted! Recession is Coming! Note: We first posted this research paper in August 2019, when the yield curve inverted for the first time in the current economic cycle. Well, it inverted once again yesterday, so... Do you need to worry about the yield curve inversion? Not if you have a strategy appropriate to your circumstances. Not if [...]

SPECIAL REPORT: Minding The Valuation Gap

By |2020-01-27T18:12:33-05:00January 27th, 2020|Alhambra Research, Special Reports|

Stocks are expensive. Really expensive. A wide gap has opened between the stock market and economic reality, and at some point, the gap between the two will close. Our Special Report on Market Valuations, Volume 4 in Jeff Snider's "Follow The Money" series, will help you detail how it might look when it inevitably closes, and will counsel you on how [...]

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