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Quarterly Asset Allocation Committee April 2022
Key Takeaways: Inflation is expected to remain high throughout 2022, but we may be near the peak, if not already at it. U.S. equities are favored over international developed and emerging market equities, specifically value stocks over...
Read MoreYour Quick Start Guide to ESG Investing
What is Environmental, Social, and Governance (ESG)? In the early days of socially responsible investing, managers screened out or "boycotted" certain companies, but now SRI has become a much bigger global initiative.
Read MoreFinancial Literacy Month Offers Chance to Boost "Retirement IQ'
April marks the start of Financial Literacy Month, a nationally recognized movement to raise public awareness about the importance of financial wellness.
Read MoreThe Russia-Ukraine Crisis: What investors are Asking About Oil, Recession Risks, and More
Inflationary pressures have clearly worsened, largely driven by energy prices as well as other commodity prices due to the Russia-Ukraine crisis. Kristina Hooper, Chief Global Market Strategist at Invesco provides perspective.
Read MoreWilshire to Provide Institutional Quality Oversight on TPFG Models
TPFG is pleased to announce a new relationship with WILSHIRE, one of the most well-known names in manager research.
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Russia/Ukraine: Our Strategist Partners Weigh In
Investors have faced several headwinds thus far in 2022. Inflation has continued to advance higher, and the Federal Reserve has shifted its focus away from stimulating the economy and toward quantitative tightening and interest rate hikes.
Read MoreSelf-Directed 401(k) Investors Rewarded in 2021
According to Schwab’s SDBA Indicators Report, plan participants who remained resilient throughout 2021 saw their balances end the year on a strong note. For Advisors, new SDBA client growth opportunities are everywhere. TPFG can help.
Read More5 Big Wealth Management Trends for 2022
By any measure, 2021 was a transformational year in the independent wealth space. This year is shaping up to be even more evolutionary.
Read MoreTPFG Asset Allocation Committee - January 2022
The Pacific Financial Group’s Asset Allocation Committee features a group of our partners and strategists. Each quarter, they gather and share their viewpoints and outlook on the market and their strategies.
Read MoreMastering the Virtual Sale
Nearly two years since the beginning of COVID, prospects and clients are still concerned. Some are reluctant to meet. Some can’t wait. Everything has changed. Read this practical guide to mastering the virtual sale.
Read MoreThe Value of A Financial Professional is More than Dollars and Cents
There have been many studies conducted about the benefits and costs of professional financial advice. Research has focused on portfolio performance and return generation. But are investors who receive professional guidance also more likely
Read MoreTake a Strategic Approach to Client Appreciation This Holiday Season
Janus Henderson's Michael Futterman, the Head of Knowledge Labs® Professional Development explains and offers some ideas for going beyond the usual gestures as autumn and the holiday season approaches
Read MoreTPFG Adds Invesco to New ESG Model Strategies
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...
Read MoreBeethoven, Tell Tchaikovsky The Rollover News
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".
Read MoreJanus Henderson Joins Strategy PLUS lineup
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...
Read MoreTPFG Asset Allocation Committee - October 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.
Read More3 Tips for Success with Fearful Investors
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...
Read MoreGoing Jargon-less: Communication Tips for Non-Telepaths
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...
Read MoreTactical Income Changes - September 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...
Read MoreMeeder Strategy Update - September 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...
Read MoreKendall to Lead TPFG Sales Strategy
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...
Read MoreNew Fund and Model Launch - 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
Read MoreAsset Allocation Committee Summary - July 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...
Read More3 Tips for Advisers Waking Up to Embedded Finance
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...
Read MoreTPFG Fixed Income Update - July 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...
Read MoreMMS Model Trade Commentary - June 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
Read MoreStrategy PLUS Updates - May 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...
Read MoreThe Pacific Financial Group Named a Top Asset Management Firm
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...
Read MoreWanna Get Ahead? The One Thing You Don't Want to Miss
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...
Read MoreAsset Allocation Committee Summary - April 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....
Read MoreHow to Empower your Clients & Community
TPFG challenges you to empower our youth on their path to financial wellness with easy, but important tips and resources.
Read More$1.3 Billion Flows into Newly Launched Strategies from The Pacific Financial Group
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...
Read MoreStrategy PLUS Updates - April 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...
Read MoreTPFG Fixed Income Update - March 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
Read MoreTPFG Strategy Update - March 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...
Read MoreExecutive Team Expands
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...
Read MoreIs My Business Pandemic Proof?
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....
Read MorePFG Strategy Update - January 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.
Read MoreState of the Consumer
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
Read MorePFG Strategy Update - December 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
Read MoreMake Your Clients Better Investors with 3 Questions
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,...
Read MorePFG Investment Update - November 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....
Read MoreEnvestnet and RiskPro® Announce Enablement of Enterprises to Mitigate Regulatory Risk
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....
Read MoreManguso Joins Senior Leadership Team
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...
Read MoreHow To Make Your Business Pandemic Proof
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...
Read MoreIs Your Risk Profiling Process Putting Your Firm at Risk?
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...
Read MoreNobody Told Me
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...
Read MoreRiskPro® Proves Pandemic Proof
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...
Read MoreStocks Continue Downward Slide
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...
Read More2020 Election
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...
Read MoreBenefits of Fixed Income Active Management
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...
Read MoreStocks Stall as Recovery Continues
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...
Read MoreThe Days of “Set-It and Forget-It” for Plan Participants are Over
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...
Read MoreRiskPro® Shines a Light on Pricing Discrepancies
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...
Read MoreCarla Martin Becomes New National Accounts Leader
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...
Read MorePFG Market & Strategy Update
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....
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