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Wall Street Journal: Gary Flam Quoted in “Morning MoneyBeat: Selloff Gains Steam” 17 Aug 2013 | 04:00 am
“The consensus is you’re going to see tapering in September and I don’t think anything we’ve seen today would change that thought process, whether it’s Lockhart or retail sales,” Gary Flam, a portfoli...
Wall Street Journal: Todd Morgan Quoted in “Six Assumptions Advisers Shouldn’t Make About Wealthy Clients” 10 Aug 2013 | 04:57 am
In determining an investment mix, "rule on the side of caution." Being too conservative is better than taking too much risk, even if the client has the wealth to handle it.
Financial Planning: Todd Morgan quoted in: “More Advisor Oversight Now Needed on Hedge Funds” 23 Jul 2013 | 11:24 pm
Not all wealth managers expect to be affected by the SEC hedge fund ruling. “I don’t think it will impact my business,” says Todd Morgan, senior managing director at Bel Air Investment Advisors. “I do...
The Bond Buyer: Craig Brothers Quoted in “BATA Bringing $750 Million for Bay Area Bridges” 19 Jul 2013 | 02:39 am
"It's kind of a different animal when you put bonds out that far," said Craig Brothers, a managing director and portfolio manager at Bel Air Investment Advisors in Los Angeles. "A 35-year bond is a lo...
Associated Press: Gary Flam Quoted in “US Stocks Fall In Quiet End To A Bumpy Month” 29 Jun 2013 | 01:28 am
"It's a dull Friday," said Gary Flam, a stock manager at Bel Air Investment Advisors. A bull market, he added, is "rarely a straight march up."
Wall Street Journal: Todd Morgan Quoted in “Market Turmoil Offers ‘Nibbling’ Opportunities” 21 Jun 2013 | 10:21 pm
"We're nibbling on this weakness in the market," said Todd Morgan, senior managing director and adviser at Los Angeles-based Bel Air Investment Advisors LLC, which manages about $6.5 billion in assets...
Investment News: Neal Karchem quoted in “Up, up and away: Jobs report clears upside for stocks” 7 Jun 2013 | 02:11 pm
“We're still constructive, yet cautious,” said Neal Karchem, senior equity analyst at Bel Air Investment Advisors LLC. “The run-up this year seems to be a bit out of touch with the economic data,” whi...
Bloomberg: Gary Flam Quoted in “U.S. Stocks Rise on Fed Stimulus Bets After GDP Report” 30 May 2013 | 09:44 pm
“If you see that pullback continue, that’s a risk to the U.S. market,” Gary Flam, who helps oversee $7 billion at Bel Air Investment Advisors LLC in Los Angeles, said of Japan’s stock market by phone....
CNBC: Gary Flam Quoted in “Investors Shouldn’t Fear Rising Bond Yields Yet” 29 May 2013 | 09:44 pm
"The Fed is floating the trial balloon of slowing down its purchases, and the market is digesting that news," Gary Flam at Bel Air Investment Advisors said of the recent swings in equities. "Up until ...
Associated Press: Gary Flam Quoted in “US Stocks are Mostly Flat in Midday Trading” 11 May 2013 | 12:00 am
“The talk at the end of April was company earnings are slowing” and investors might sell, said Gary Flam, who manages stock portfolios at Bel Air Investment Advisors. “But clearly that's not been the ...
