They say time flies when you’re having fun. The last 10 years at South Coast have been our pleasure working with some really incredible people. We are very grateful to have gotten to know so many of you and your families over the last decade, and we want to say thank you from the bottom of our hearts for the trust you’ve placed in us. It’s time to celebrate, and we hope that you can join us on Saturday, July 20th from 5-8 pm at Monarch Beach Golf Links. There will be plenty of food, drinks, and music at this family friendly affair. We hope to see you there!

Please let us know if you plan on celebrating with us. Please RSVP by contacting Megan Proulx in the South Coast Office by phone (877) 922-7242 or by email.

South Coast will be hosting several meetings with Mewbourne Oil Company during the month of July highlighting tax-advantaged investment strategies in the energy sector.

Investing in the energy sector can be complex, since the industry spans from companies that drill for oil to renewable businesses, which focus on wind and solar power generation. The evaluation of energy companies is also broad. For instance, the exploration and production of crude oil companies include those in the upstream, downstream and midstream sectors. Tax incentives available for certain types of investments must be taken into account.

Mewbourne Oil Company has tremendous insight into the energy space as the 5th largest private oil and gas producer in the country operating out of the Permian and Anadarko Basins of Texas, New Mexico, and Oklahoma.

Oil is arguably the most important global commodity as it fuels global trade and most global transportation. While it seems as though the oil boom in the US is just getting started, OPEC has found itself stuck in the mud. Just within the last few years, the shale oil revolution has made the United States the world’s leading producer of oil in 2019, surpassing both Saudi Arabia and Russia (Texas alone is expected to soon top 5 million barrels per day in oil production, more than any OPEC member other than Saudi Arabia). On the other hand, OPEC supply has hit a 5 year low as the cartel tries to put a floor on prices, a complete 180 from its strategy of flooding the market with supply back in 2014.

Demand continues to drive the ferocious US energy expansion. According to the 2019 EIA’s forecast, global oil consumption is anticipated to rise to 102.56 million barrels per day in 2020 (a 1.4 million barrel increase, year over year). There is a reason US companies continue to go after market share. Saudi Aramco, the national petroleum and natural gas company owned by the government of Saudi Arabia, remained the world’s most profitable company in 2018, posting a net income of $111 billion.

Join us as we dissect energy investments. Please RSVP by clicking the link below or by contacting Megan Proulx in the South Coast Office by phone (877) 922-7242 or by email.

South Coast will be hosting several meetings with Mewbourne Oil Company during the month of July highlighting tax-advantaged investment strategies in the energy sector.

Investing in the energy sector can be complex, since the industry spans from companies that drill for oil to renewable businesses, which focus on wind and solar power generation. The evaluation of energy companies is also broad. For instance, the exploration and production of crude oil companies include those in the upstream, downstream and midstream sectors. Tax incentives available for certain types of investments must be taken into account.

Mewbourne Oil Company has tremendous insight into the energy space as the 5th largest private oil and gas producer in the country operating out of the Permian and Anadarko Basins of Texas, New Mexico, and Oklahoma.

Oil is arguably the most important global commodity as it fuels global trade and most global transportation. While it seems as though the oil boom in the US is just getting started, OPEC has found itself stuck in the mud. Just within the last few years, the shale oil revolution has made the United States the world’s leading producer of oil in 2019, surpassing both Saudi Arabia and Russia (Texas alone is expected to soon top 5 million barrels per day in oil production, more than any OPEC member other than Saudi Arabia). On the other hand, OPEC supply has hit a 5 year low as the cartel tries to put a floor on prices, a complete 180 from its strategy of flooding the market with supply back in 2014.

Demand continues to drive the ferocious US energy expansion. According to the 2019 EIA’s forecast, global oil consumption is anticipated to rise to 102.56 million barrels per day in 2020 (a 1.4 million barrel increase, year over year). There is a reason US companies continue to go after market share. Saudi Aramco, the national petroleum and natural gas company owned by the government of Saudi Arabia, remained the world’s most profitable company in 2018, posting a net income of $111 billion.

Join us as we dissect energy investments. Please RSVP by clicking the link below or by contacting Megan Proulx in the South Coast Office by phone (877) 922-7242 or by email.

South Coast Summit 19 is Orange County’s premier conference showcasing established strategies to build and keep wealth. This forum allows for the exchange of best ideas to guide investors through retirement.

Leaders across financial disciplines will host an array of talks tailored to the specific needs of retirees and their children as they maneuver thru a complex world of politics, investing, family, and legacy during the years leading up to and into retirement. Comprised of financial industry leaders across the spectrum, topics will include: the China Trade War; the Impact of Fed Policy; the Upcoming 2020 Election; and How to Take Advantage of Recent Tax Reform.

The 11th Annual South Coast Summit will provide an environment for the exchange of ideas and expert analysis in tune with today’s complex economic landscape. Join us as we discuss the importance of developing a multi-strategy approach to the market in order to leave a lasting legacy.

Check out a sneak peek of our featured speakers and topics for discussion:

• Qualified Opportunity Zones. Nick Rosenthal. Griffin Capital.
• Recession Resistant Real Estate Investing. Kevin Kensinger. SmartStop Self Storage.
• The Art of a 1031 Exchange. Andy Wayng. Passco Companies.
• The Endowment Model. John Donovan. Blackstone.

Many more presenters to be announced over the next few weeks. Early Bird Registration with Priority Seating through August 1st! Claim your spot today by clicking the RSVP link below!