Calabasas
Proudly Serving Southern California
Calabasas
4500 Park Granada Blvd
Suite 204
Calabasas, CA 91302


Your Calabasas Team
Brad Levin
CEPA®, CFP®, CMT
Senior Wealth Advisor
David Tracy
CFP®
Senior Wealth Advisor
Tanner Watson
Associate Wealth Advisor
Amir Malek
CPA
Co-Presidents, Business Management, Managing Director
Pam Malek
CPA
Co-Presidents, Business Management, Managing Director
Kailee Hicks
Client Service Manager
Enjoy some of our latest resources
July 21, 2025
Two-Minute Market Focus
Two big pieces of digital asset legislation─the Genius Act and Clarity Act─have either just been signed into law or are pending. What impact could they have on the economy and your investments? In this episode, Focus Partners’ Todd Jones shares how these bills could affect cryptocurrencies. He also provides an update on market performance and recession indicators.
Listen to the podcastJuly 21, 2025
Quarterly Outlook: Uncertain Trade Policy Weighs on Growth
Despite signs of resilience, the U.S. economy continues to face headwinds as uncertainty around trade policy weighs on growth. Our Quarterly Outlook explores what’s ahead for markets and the economy for the remainder of 2025.
Read the articleJuly 15, 2025
Quarterly Investment Commentary: July 2025
After a shaky start to the second quarter—fueled by tariffs, weak consumer confidence, and volatility—markets ended notably higher. The quarter reinforced a familiar theme: political shocks make for good headlines but rarely shift market direction over the long run.
Read the article