Our Insights

Kellen Brewer 7/5/21 Kellen Brewer 7/5/21

2021 Q2 Recap and 2021 Q3 Outlook

Returns on the S&P 500 have held strong after the significant pullback experienced in the early part of 2020.

Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® 5/14/21 Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® 5/14/21

The Fed Tightening Cycle

The Fed is holding interest rates near 0% and expects to keep rates there through 2023

Optima Capital Management is a forward-thinking independent, privately-owned wealth management firm offering family office, goals-based financial planning, and investment advisory services to high-net-worth individuals and families, practice professionals, and business owners.

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