The Beach

Bond desks on Wall Street executing trades for Bill Gross when he was at Pimco used to refer to their client as “The Beach” – referring to the firm’s office in Newport Beach, California, one of the most beautiful places in America. I’m flying out this morning with Kris Venne to visit our brand new office out there, overseen by RWM advisor Gary Pulford, CTFA. While we’re out there, we