Marcelo Perez

About Marcelo Perez

Marcelo is the Head of Operations at Alhambra Investments, an SEC-registered 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 info@alhambrapartners.com 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.

Retirees Lose $3.4 Trillion By Claiming Social Security Too Early

By |2019-09-04T13:00:17-04:00September 4th, 2019|Financial Planning, Retirement|

For years now, there’s been lots of talk about what happens if you claim Social Security benefits before full retirement age (FRA) or even waiting until the maximum age of 70. Claiming early means you’ll receive less money, permanently, than if you waited. In spite of the warnings, only 4% of retirees wait until 70 to claim benefits and that [...]

Hedgeye Podcast: One-On-One With Joe Calhoun

By |2019-08-27T12:08:30-04:00August 27th, 2019|Alhambra Research, Economy, Federal Reserve/Monetary Policy|

Our very own Joe Calhoun, founder and CEO of Alhambra Investments, was invited to feature on Hedgeye's 20th episode of In the Arena. He joins Hedgeye's Daryl Jones in a lively discussion on the current investing landscape and hurdles facing the U.S. economy:

The Benefit of Working With a Fiduciary Adviser

By |2019-12-06T10:38:30-05:00August 15th, 2019|Financial Planning, Special Reports|

What is a Fiduciary? You may have heard the term in recent times due to the ongoing debate about whether stockbrokers should be held to such a standard. Since doing so would make it harder for them to sell you things that pay them high commissions, peddlers of Wall Street’s wares are, as one might expect, opposed to this imposition. [...]

How Can We Help?

By |2019-04-17T10:55:01-04:00April 17th, 2019|Financial Planning|

We sincerely hope you're enjoying Alhambra Investment's research and analysis. As a gentle reminder, we go well beyond just offering market and economic insights. Alhambra also manages both Strategic (Passive) and Tactical (Active) portfolios with a talented team of seasoned professionals. As Registered Investment Ad­visers, we have a fiduciary responsibility to our clients and we’d welcome the opportunity to help you achieve your financial and investment goals. If you [...]