Blog

Tuesday, November 23, 2021

The Pacific Financial Group (TPFG), an SEC Registered Investment Advisory firm and pioneer in Self-Directed Brokerage Account Management, is pleased to announce the addition of Invesco to its Strategy PLUS™ platform. Invesco has...

Monday, November 22, 2021

Roll Over Beethoven If Ludwig were alive today, had a retirement account, and you were his financial advisor, there are some things you would need to know before giving him a "rollover recommendation".

Tuesday, November 9, 2021

The Pacific Financial Group (TPFG), an SEC Registered Investment Advisory firm and pioneer in Self-Directed Brokerage Account Management, is pleased to announce today that Janus Capital Management LLC is engaging with Pacific...

Tuesday, November 9, 2021

Asset Allocation Committee Summary - October 2021. The Pacific Financial Group hosted a virtual Asset Allocation Committee meeting on Thursday, October 21, 2021 featuring a group of our partners and strategists.

Tuesday, October 26, 2021

Addressing Investor Fears There are lots of things to be afraid of in the world we live in, so don’t add yourself to that list. Meaning, most humans have an instinctive aversion to danger, with one of the most feared dangers...

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Tuesday, September 14, 2021

Because most of us haven’t figured out how to transfer thoughts from our brains to another’s without written or spoken words, we rely heavily on language to communicate almost everything. As a financial professional, the...

Tuesday, September 14, 2021

PFG and TPFG’s presence in the Self-Directed Brokerage space is evolving; we are moving away from the day-to-day, in-house management of assets to becoming a vital collaborator with world-class strategists such as: Capital Group...

Tuesday, September 14, 2021

We intend to revise the allocation ranges and maximum tolerance for the PFG Meeder Tactical Strategy, by increasing the permitted equity exposure from 70% to 90%. While the amount of equity exposure may be as high as 90%, as a tactical...

Wednesday, September 8, 2021

EVP Cory Kendall Expands His Role at the Self-Directed Brokerage Leader The Pacific Financial Group (TPFG), an SEC Registered Investment Advisory firm and leader in Self-Directed Brokerage Account Management, has named industry veteran...

Wednesday, August 4, 2021

Overviews PFG Strategy Overview Invesco/Janus Henderson/Fidelity Overview ESG Models Overview Model Strategies Overview New Fact Sheets and Materials Mapping/Comparison Chart Snapshots FAQ

Tuesday, July 27, 2021

The Pacific Financial Group hosted a virtual Asset Allocation Committee meeting on Tuesday, July 13th, featuring a group of our partners and strategists. Each shared their viewpoints and outlook on the market and their strategies, and...

Tuesday, July 13, 2021

Learn How to Embed Your Valuable Advice Early. 1. Understand Embedded Finance. Simply put, embedded finance provides the every-day consumer access to financial products like payments, credit, investments, insurance, etc. through...

Wednesday, July 7, 2021

Broad fixed income indices have struggled during the first half of 2021 with the Bloomberg Barclays U.S. Aggregate Index declining 1.6%. Investors who rely on broad index exposure for fixed income face several challenges, such as low...

Monday, June 7, 2021

The MMS Models are built utilizing the Market Movement Solutions philosophy. We believe that an effectively diversified portfolio should be built around three distinct mandates, with each mandate having a unique objective, expectation, and

Wednesday, June 2, 2021

The economy continues its progression towards a full reopening with growing vaccination rates and a supportive policy environment. The number of states reporting 70% full vaccination rates continues to expand each week. Pent up demand...

Tuesday, June 1, 2021

Company among a select group of women-owned and led firms. The Pacific Financial Group (TPFG), an SEC Registered Investment Advisory firm and leader in Self-Directed Brokerage Account Management, has again been named a top asset...

Tuesday, May 25, 2021

As a financial professional making suitable recommendations, you need to “know your client”. Many times though, we don’t know everything. Sometimes clients can be forgetful or have a personality type that...

Monday, May 3, 2021

The Pacific Financial Group hosted a virtual Asset Allocation Committee meeting on Monday, April 19th, featuring a group of our partners and strategists. Each shared their viewpoints and outlook on the market and their strategies....

Tuesday, April 27, 2021

TPFG challenges you to empower our youth on their path to financial wellness with easy, but important tips and resources.

Tuesday, April 20, 2021

Just one year after launch, TPFG’s Strategy PLUS™ lineup has tapped a marketplace thirsty for innovative ideas. The Pacific Financial Group (TPFG), an SEC Registered Investment Advisory firm and pioneer in Self-Directed...

Monday, April 19, 2021

Investors remain optimistic as the rally in global equities continues, with most indices posting all-time highs during the first quarter. Fixed income sectors, notably intermediate and long-term Treasuries, have faced the headwind of...

Monday, March 29, 2021

Over the last few months, intermediate and longer-term Treasury yields have begun to rise. The 10 Year Treasury is currently at 1.64%, about 100 basis points higher than last spring and summer. The increase in yields has caused many market

Friday, March 12, 2021

The U.S. economy is poised for a sharp rebound due to the widespread distribution of the Covid-19 vaccine and strong fiscal support. President Biden signed a $1.9T stimulus package which includes direct payments...

Wednesday, February 3, 2021

We are pleased to announce a new addition to our senior staff. Matt Hamilton has joined TPFG as President. His role is to unify and optimize the efforts of our National Accounts, Private Wealth, Strategic...

Wednesday, February 3, 2021

Given the current economic environment, every advisor should be asking themselves: “Is My Business Pandemic proof”? At TPFG, we’ve had the opportunity to work with hundreds of financial advisors throughout the years....

Friday, January 29, 2021

This past week has generated some exciting headlines in the financial media. GameStop, a video game retailer, appears to be the subject of a short squeeze, causing the stock price to skyrocket over 1000% since the start of the year.

Wednesday, December 23, 2020

The pandemic induced recession has broken the mold of a typical economic slowdown. One area that looks very different is the state of the consumer. This covers a broad range of measures such as savings, wages, and debt. While many are still

Friday, December 11, 2020

Economic and market conditions continue to evolve rapidly. In the short term, we are facing a resurgence in COVID-19 cases and renewed restrictions. However, we have promising news on a vaccine. The Pfizer-BioNTech vaccine has been approved

Monday, December 7, 2020

How much easier would your life be if your clients were better investors? What would that look like? Better investors would better understand the markets, better understand their investment goals and how to meet them, and ultimately,...

Friday, November 20, 2020

Key Points Decreased defensive holdings Increase mid & small caps Add Materials Overall increasing cyclical exposure The recent good news about COVID-19 vaccine trials has caused us to review our view on risk and portfolio positioning....

Monday, November 16, 2020

Scheduled to Go Live in Early 2021, the Integration Will Strengthen Transparency & Documentation Capabilities for Enterprises and Advisors NEWPORT BEACH, Calif. and CHICAGO, Nov. 12, 2020 /PRNewswire/ -- RiskPro and Envestnet, Inc....

Thursday, November 12, 2020

TAMP veteran Gary Manguso to drive the next stage of product expansion at TPFG. The Pacific Financial Group (TPFG), an SEC Registered Investment Advisory firm and pioneer in Self-Directed Account Management, today announced Gary...

Friday, November 6, 2020

The value of advice has never been more important. Listen to this insightful interview by Mike Watson, VP of Wealth Management at Independent Financial Group and Sylvain Templeman, EVP and National Sales Manager at The Pacific...

Tuesday, October 20, 2020

Historically, investor risk profiling begins with an investor completing a risk tolerance questionnaire and then getting a label like “conservative”, or “aggressive”. We created RiskPro® because we found...

Tuesday, September 15, 2020

The year of 2020 makes me think of many things, including some of my favorite John Lennon lyrics…. “Nobody told me there’d be days like these……. strange days indeed, most peculiar Mama, whoa!” 1...

Tuesday, September 15, 2020

Validation Amid a Crisis The outbreak the COVID-19 virus rocked the global economy and financial markets. Understandably, fear and panic spread among millions of investors. Through it all, RiskPro® performed impeccably. From the...

Monday, September 14, 2020

The Week on Wall Street Stocks traveled a volatile path last week as investors appeared concerned about the upcoming elections, an uncertain economy, and more delays with additional fiscal stimulus. The Dow Jones Industrial Average...

Monday, September 14, 2020

Key Points: Election headlines are everywhere. Historically, volatility does not increase pre-election. Stay focused on long term goals and plan. There is no shortage of headlines this election season that may cause investors to...

Monday, September 14, 2020

In March 2020, in response to the COVID-19 pandemic, the Federal Reserve reduced the Federal Funds rate to 0.00%. Treasury yields fell across maturities in conjunction with the move and, by the end of August, the 10 Year Treasury yield...

Tuesday, September 8, 2020

The Week on Wall Street A late week sell-off sent stocks broadly lower as investors took some profits after stocks reached all-time highs earlier in the week. The Dow Jones Industrial Average slid 1.82%, while the Standard & Poor’s...

Monday, August 31, 2020

In May of 2020, The Pacific Financial Group, Inc. proudly launched the Strategy PLUS™ suite of professionally managed model portfolios for group retirement plans participants whose options were lacking, and no longer keeping...

Tuesday, August 25, 2020

On February 19, the S&P 500 reached an all-time high of 3,386. Shortly thereafter investors began to price in the economic impact from the COVID-19 pandemic, causing the market to make its most abrupt trip ever into bear market...

Tuesday, July 7, 2020

Carla Martin Director of National Accounts Industry veteran Carla Martin has joined The Pacific Financial Group (TPFG) asDirector of National Accounts. In her role, Carla is responsible for leading all firm initiatives related to...

Thursday, June 4, 2020

Key Points: Strategies are built for a variety of potential outcomes. Economic data is improving. Deployed 10% cash into equities across PFG Strategies. Markets and economies are complex systems driven by a wide range of variables....