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.

Ask Bob: Health Savings Accounts

By Marcelo Perez|2022-07-25T14:08:31-04:00July 25th, 2022|Financial Planning, Retirement|

Alhambra's Bob Williams explains how a Health Savings Account can be a retirement planning tool as well as a financial planning tool.

Weekly Market Pulse (VIDEO)

By Marcelo Perez|2022-07-25T13:59:11-04:00July 25th, 2022|Markets|

Alhambra CEO Joe Calhoun explains why investing right now is counterintuitive.

Ask Bob: Social Security And Divorce

By Marcelo Perez|2022-07-20T12:27:30-04:00July 20th, 2022|Financial Planning, Retirement|

Alhambra's Bob Williams answers the question, "Do I lose half my Social Security in the Divorce?"

Weekly Market Pulse (VIDEO)

By Marcelo Perez|2022-07-18T12:52:19-04:00July 18th, 2022|Alhambra Research, Economy, Markets|

Alhambra CEO Joe Calhoun dissects the uncertainty of the markets and the certainty investors are searching for.

Ask Bob: Complex Assets

By Marcelo Perez|2022-07-12T07:14:47-04:00July 12th, 2022|Financial Planning|

Alhambra's Bob Williams describes a type of investment not often thought of as a possible charitable donation, but one that lets you and the charity win.

Weekly Market Pulse (VIDEO)

By Marcelo Perez|2022-07-11T14:56:22-04:00July 11th, 2022|Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Real Estate, Stocks, Taxes/Fiscal Policy|

Alhambra CEO Joe Calhoun discusses whether the economy is in early or late cycle, what last week’s employment numbers really mean, and two concerning economic indicators.

Ask Bob: Social Security COLAs

By Marcelo Perez|2022-07-05T13:45:01-04:00July 5th, 2022|Financial Planning, Retirement|

Alhambra's Bob Williams explains Social Security Cost of Living Adjustments and their effect on the Survivor Benefit.

Weekly Market Pulse (VIDEO)

By Marcelo Perez|2022-07-05T13:41:00-04:00July 5th, 2022|Alhambra Research, Bonds, Commodities, Currencies, Markets, Real Estate, Stocks|

Alhambra CEO Joe Calhoun discusses the need for a broader perspective on the market to get a better sense of what's really going on.

Ask Bob: Social Security Spousal Benefit & the Death of an Ex-Spouse

By Marcelo Perez|2022-06-22T12:07:21-04:00June 22nd, 2022|Financial Planning, Retirement|

Weekly Market Pulse (VIDEO)

By Marcelo Perez|2022-06-21T13:22:51-04:00June 21st, 2022|Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Real Estate, Stocks|

Alhambra CEO Joe Calhoun gives his Mid-Year 2022 update on the financial markets; what's happened, surprises, and anomalies.

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