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|2022-04-11T11:53:25-04:00April 11th, 2022|Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Real Estate, Stocks|

Alhambra CEO explains where the yield curve inversion went, what's happening to real interest rates, and the impact on the dollar and commodities.

Ask Bob: Six Mistakes That Will Blow Up Your Estate Plan

By Marcelo Perez|2022-04-05T13:14:43-04:00April 5th, 2022|Estate Planning, Financial Planning|

Alhambra's Bob Williams describes 6 mistakes that will blow up your estate plan.

Weekly Market Pulse (VIDEO)

By Marcelo Perez|2022-04-04T12:12:42-04:00April 4th, 2022|Alhambra Research, Bonds, Commodities, Currencies, Markets, Real Estate, Stocks|

Alhambra CEO Joe Calhoun reacts to last week's inversion of the yield curve and what investors should do now.

Weekly Market Pulse (VIDEO)

By Marcelo Perez|2022-03-28T13:45:15-04:00March 28th, 2022|Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Real Estate, Stocks, Taxes/Fiscal Policy|

Alhambra CEO Joe Calhoun says the cure for high prices is high prices. He looks at current supply & demand, the S&P 500, bonds, commodities, and what investors should consider right now.

Ask Bob: Social Security

By Marcelo Perez|2022-03-22T09:31:53-04:00March 22nd, 2022|Financial Planning, Retirement|

Alhambra's Bob Williams answers a viewer question about deciding when to begin Social Security.

Weekly Market Pulse (VIDEO)

By Marcelo Perez|2022-03-21T12:19:16-04:00March 21st, 2022|Markets|

Alhambra CEO Joe Calhoun talks about whether the market sell-off is over, positive spots in the market, and underlying trends.

Weekly Market Pulse (VIDEO)

By Marcelo Perez|2022-03-15T09:12:54-04:00March 15th, 2022|Alhambra Research, Bonds, Commodities, Markets, Real Estate, Stocks|

Alhambra CEO Joe Calhoun talks about whether we are in a bear market, facts about the economy, credit spreads, yield curve, interest rates, changes to Alhambra Portfolios, and why you must have an investment plan that includes strategy AND tactics.

Weekly Market Pulse (VIDEO)

By Marcelo Perez|2022-03-07T11:53:56-05:00March 7th, 2022|Alhambra Research, Bonds, Commodities, Currencies, Markets, Real Estate, Stocks|

Alhambra CEO Joe Calhoun discusses the impact of the Ukraine/Russia situation on oil, recession, European stock markets, and Alhambra portfolios.

Weekly Market Pulse (VIDEO)

By Marcelo Perez|2022-02-28T14:14:23-05:00February 28th, 2022|Alhambra Research, Economy, Markets|

Alhambra CEO Joe Calhoun discusses the Russian invasion of Ukraine, the global economic impact and possibilities, and whether you should get out of foreign investments.

Ask Bob: Domestic Partners & Social Security

By Marcelo Perez|2022-02-23T09:03:06-05:00February 23rd, 2022|Financial Planning|

Alhambra's Bob Williams answers the question of whether Domestic Partners qualify as married for Social Security Purposes.

Previous 789 Next

About Marcelo Perez

Stay In Touch

Contact