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Manager's Pulse: October 02, 2023
The S&P 500 and DJIA ended lower for the week, as upward pressure on rates and the concerns that rates will remain elevated for a longer period of time brought on more negative investor sentiment.
Read MoreManager's Pulse: September 25, 2023
Equity markets finished lower for the week, with heightened concerns surrounding a government shutdown, hawkish forecasts from the Federal Reserve, rising U.S. Treasury yields, a softening labor market, and weakening consumer activity.
Read MoreThe New Paradigm in In-Plan Advice for Workplace Retirement Accounts
In recent years, a seismic shift has been taking place in the realm of workplace retirement accounts, such as 401(k), 403(b), and 457 plans. The traditional approach of offering these plans as mere savings vehicles has evolved into a...
Read MoreThe Power of Sleeving in Model Portfolio Building
A powerful strategy that has gained traction among investment professionals is "sleeving." Sleeving refers to dividing a portfolio into multiple sleeves, each managed separately and tailored to specific objectives or investment strategies.
Read MoreWealth Management and the Retirement Business Converge
The convergence of wealth management and the retirement business has emerged as a promising and highly profitable opportunity for financial advisors.
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Manager's Pulse: September 18, 2023
Equity markets finished last week mixed, with value stocks outperforming growth, and large-caps outperforming mid and small-caps. Ultimately, the Dow Jones Industrial Average finished 0.14% higher, while the S&P 500 Index and NASDAQ..
Read MoreManager's Pulse: September 11, 2023
Equity markets ended lower for the week in the wake of some positive economic signals, further reflecting the “good news is bad news” story. Also, a ban on iPhone usage for Chinese government employees led to a decline in Apple’s stock...
Read MoreCase Study: TPFG Launches GPS to Optimize New Forms Process
The Pacific Financial Group’s business challenge was to overhaul the forms processes in support of RIAs and broker-dealer firms, to reduce NIGOs and improve the advisor-client experience. Read a case study on how we are doing just that.
Read MoreManager's Pulse: September 05, 2023
Equity markets ended higher for the week, aided by hopeful signs on the inflation front, a lower-than-expected JOLTs job openings print, and a lower Q2 GDP revision. Small-caps outperformed both mid and large-caps, and growth outperformed..
Read MoreFear, FOMO and Finance: Gen Z's Emotional Investment Landscape
This article explores the complex relationship between Gen Z's investment strategy and their emotions, which include optimism, caution, and a strong desire for influence.
Read MoreManager's Pulse: August 28, 2023
Equity markets rose early last week before losing some of the gains as sentiment turned bleaker, with mixed economic signals and uncertain monetary policy outlooks. Growth stocks outperformed value stocks, and the technology (+2.6%)..
Read MoreThe AI Buzz: Is Now a Golden Opportunity to Invest?
The adoption and utilization of artificial intelligence is accelerating fast. The boundless potential and value of AI across different industries is also attracting plenty of investors.
Read MoreTPFG Named to Luminaries Award Class of 2023
Industry recognition for our Strategy PLUS Turnkey Asset Management Platform keeps coming in! We’re proud to announce that our Strategy PLUS SDBA Model Portfolio program was named a finalist for the 2023 Luminaries Awards in the...
Read MoreManager's Pulse: August 21, 2023
Equity markets were under pressure again last week as rising rates, hawkish Federal Reserve Minutes, and a breakdown in technical support on the S&P 500 (50-day Simple Moving Average) kept equities on the defensive. The S&P 500 and Nasdaq..
Read MoreUpdate On the Schwab-TD Ameritrade Conversion
Information in advance regarding business process changes related to the merger between Schwab and TD Ameritrade later this year.
Read MoreRetirees with Advisors Have More Income Than Those Who Don’t
Retirees with Advisors Have More Monthly Income Than Those Who Don’t. Their income is nearly twice as much as what the average retiree has, says a new Schroders’ study on U.S. retirement issues.
Read MoreManager's Pulse: August 14, 2023
The majority of major U.S. indexes were relatively lower for the week, with the NASDAQ and the S&P 500 Index finishing -1.87% and -0.27% lower for the week, respectively. The Dow Jones Industrial Average finished slightly higher, up 0.69%.
Read MoreManager's Pulse: July 31, 2023
Continued gains in equity markets last week were supported by favorable economic data: better-than-expected earnings, initial positive Q2 GDP estimate exceeding expectations, rising consumer confidence, and a falling Personal Consumption..
Read MoreVanguard Study Shows Seismic Shift in Retirement Investing
America’s retirement investment landscape is undergoing a seismic shift. Financial advisors need to adapt to new challenges, position themselves for rollovers, and offer retirement plan participants in-plan advice.
Read MoreManager's Pulse: July 24, 2023
Most major U.S. equity indexes finished the week higher, besides the tech-heavy NASDAQ, which fell -0.57% for the week. The S&P 500 Index and Dow Jones Industrial Average finished 0.70% and 2.13% for the week, respectively.
Read MoreManager's Pulse: July 17, 2023
Major domestic indexes ended higher for the week, mostly on the back of further economic data showing continued cooling inflation. Both headline and core inflation rose 0.2% in month-over-month.
Read MoreThree Strategies To Grow Your Advisory Business
TPFG Insights: Does your advisory practice have a clear path to growth? Bryan Powell, Sr. Dir., Practice Management, with Janus Henderson Investors outlines three actionable strategies to help advisory teams..
Read MoreManager's Pulse: July 10, 2023
Investors’ cautious sentiment around economic outlooks helped move major indexes lower for the shortened first week of the third quarter. The S&P 500 and NASDAQ finished -1.11% and -0.91% lower for the week.
Read MoreManager's Pulse: July 03, 2023
The S&P 500 had its best weekly performance in almost 4 months, adding to an overall great quarter, ultimately finishing 2.36% higher for the week and 16.89% higher so far this year. The NASDAQ also closed out another week of solid gains..
Read MoreManager's Pulse: June 26, 2023
S&P Global reported that manufacturing activity had fallen to its lowest level YTD and indicated suppliers have been cutting prices at the fastest pace since the early 2020 pandemic shutdowns..
Read MoreTPFG Named Wealthie Award Finalist for a Second Time
We’re proud to announce that for the second consecutive year, our Strategy PLUS SDBA Model Portfolio program was named a finalist for the 2023 Wealth Management Industry Awards in the TAMP-Model Marketplace category.Strategy...
Read MoreManager's Pulse: June 19, 2023
Equity markets rallied for another week, aided by favorable growth signals and inflationary data. The S&P 500 Index solidified a new year-to-date high, ultimately finishing 2.62% higher for the week. The technology sector (+4.4%)..
Read MoreLessons Learned from the Garden
As I look at the portfolios in the Capital Defender Series, it is very much a financial garden. Just as pests and weeds can sneak into a garden, unwanted guests can sneak into our portfolios. Selecting the right investments is critical.
Read MoreManager's Pulse: June 12, 2023
Weekly initial jobless claims rose above expectations to 261,000, the highest levels since October 2021. However, continuing claims fell to their lowest levels in almost four months.
Read MoreWhite Glove Service: Meet Marin Fujiwara
We are thrilled to announce that long-time staffer Marin Fujiwara has been named Advisor Relationship Manager, with a specific focus on building deeper trust and loyalty with key TPFG producers.
Read MoreManager's Pulse: June 05, 2023
Last week’s US labor market data continued to showed resilience, with nonfarm payrolls rising by 339,000, higher than the 165,000 expected and marked the 14th consecutive month where the increase was higher than expected..
Read MoreManager's Pulse: May 30, 2023
Global equities finished last week mixed as investors continue to eye the U.S. debt ceiling negotiations, with the Dow Jones Industrial Average finishing -0.97% lower and the S&P 500 Index and NASDAQ finishing 0.35% and 2.52% higher..
Read MoreManager's Pulse: May 22, 2023
Equity markets finished higher for the week, with investors seeming relatively optimistic surrounding a debt ceiling resolution. The S&P 500 Index rose above the 4,200 level in intraday trading for the first time since last summer.
Read MoreMegan Meade: Success Through Service
With approachable warmth and authenticity, CEO Megan Meade has been our innovator and guiding soul for over 30 years.The Pacific Financial Group (TPFG) was originally founded in the Pacific Northwest in the mid-eighties.
Read MoreManager's Pulse: May 15, 2022
Equity indexes recorded another week of mixed results, with the tech-heavy NASDAQ finishing +0.44% higher, and the S&P 500 Index and the DJIA finishing -0.24 and -1.04% lower, respectively.
Read MoreManager's Pulse: May 09, 2023
U.S. Equities finished the week mixed, with the Dow Jones Industrial Average and the S&P 500 Index finishing at -1.23% and -0.78%, respectively, while the NASDAQ locked in a slight gain of 0.09%.
Read MoreManager's Pulse: May 2, 2023
U.S. equities had another volatile week of trading, with the NASDAQ (+1.28%) performing best compared to other major indexes, mostly on the back of favorable earnings reports in tech. Microsoft (MSFT), Amazon.com (AMZN), Apple (AAPL)..
Read MoreManager's Pulse: April 24, 2023
Major indexes ended somewhat flat for the week, with small caps performing best compared to their large and mid-cap counterparts. Consumer Staples (+1.8%), Real Estate (+1.6%), and Utilities (+1.1%) were among the better performing..
Read MoreManager's Pulse: April 17, 2023
Another positive sign of softening inflation came after the Producer Price Index (PPI), which effectively captures inflation on input costs throughout the supply chain, declined 0.5% month-over-month.
Read MoreTPFG Launches NextGen Client Onboarding System
The Pacific Financial Group (TPFG) announced the launch of its new client onboarding system – Guided Paperwork Solution (GPS), designed to streamline the client onboarding process and enhance the client experience.
Read MoreManager's Pulse: April 10, 2023
Major U.S. indexes were mostly unchanged, ending slightly lower for the holiday-shortened week, with the S&P 500 Index and NASDAQ finishing -0.07% and -1.08% lower, respectively, and the Dow Industrial Average closing 0.67% higher.
Read MoreManager's Pulse: April 3, 2022
The U.S. Core Personal Consumption Expenditure (PCE) price index, which the Fed considers one of its most preferred resources for measuring inflation, came in lower than expected at 4.6% year-over-year versus expectations of 4.7%..
Read MoreJanus Henderson Wins Two Lipper Awards for US Funds
Congratulations to our partners at Janus Henderson for being recognized with two Refinitiv Lipper Fund Awards.
Read MoreManager's Pulse: March 27, 2023
Major U.S. benchmarks finished higher last week, with continued stress from the financial sector, recession worries, and the Fed’s rate hike decision being felt by investors. Growth outperformed its Core and Value counterparts, while..
Read MoreDo Bad Things Only Come in 3’s…or more?
Do Bad Things Only Come in 3’s…or more? I wrote about the collapse of SVB and Signature Bank a couple of weeks ago. Perhaps there is light at the end of the tunnel as other banks come to the rescue.
Read MoreFinancial Checklist for Female Investors
Female investors are at a disadvantage when it comes to retirement preparedness, which is why it’s so important that they stay on top of the progress they’re making toward their objectives.
Read MoreManager's Pulse: March 20, 2023
Major indexes were extremely volatile and ended with mixed results as markets digested an abundance of news and data. Large caps outperformed their mid and small cap counterparties, and Communication Services, Technology..
Read MoreCIO Perspective: The SVB Collapse
Given recent events, we're providing the TPFG perspective on the recent collapse of Silicon Valley Bank (SVB).
Read MoreManager's Pulse: March 13, 2023
Equities fell sharply last week as investors digested more conversation from the Fed, hotter-than-expected labor market reports, and concerns arising from regional banks. The S&P experienced a drop to its lowest intraday levels since..
Read MoreThe Real March Madness
March Madness, as we know it today, came from humble beginnings to describe the excitement surrounding the Illinois state high school basketball tournaments. It first appeared in print almost sixty years ago and is credited to Henry...
Read MoreManager's Pulse: March 06, 2023
After a negative month in February, the first week of March was positive for U.S. equity markets, and generally for U.S. Fixed Income markets as well, with the exception of mortgage-backed securities..
Read MoreTPFG Lowers Fees on 36 SDBA Model Strategies
Our goal has always been to make top-tier investment management available and affordable to every retirement saver, regardless of account size.
Read MoreManager's Pulse: February 27, 2023
Markets have been uncertain since the beginning of 2023, as recessionary risks remain and the S&P 500 Index’s returns for February have been negative for the month. PFG remains diversified in the Multi PLUS models...
Read MoreThe Case for (Always) Staying Invested
Volatility is no fun for most investors, but these four things may help investors achieve their long-term goals.
Read MoreManager's Pulse: February 21, 2023
Major indexes were mixed last week as growing fears that the Federal Reserve may need to raise rates more than previously expected surfaced. Treasury yields rose in response to this sentiment, alongside a rise in the U.S. Dollar..
Read MoreAsset Allocation Committee: Q4 Recap
Our Q4 2022 Asset Allocation Committee Meeting was held on Thursday, February 9, 2023. CIO Judith Cheng moderated a series of Strategist presentations on the performance of our suite of Strategy PLUS Model Portfolios. Here is a summary.
Read MoreManager's Pulse: February 14, 2023
Light Green Fashion Email Newsletter by Edward McFields
Read MoreReconciling Market Rally With A Cooling Economy
Reconciling the market rally with a cooling economy: TPFG Strategy PLUS Strategist Partner and Head of Equity Research Matt Peron explains how investors can navigate the disconnect between a slowing economy and a market rally by...
Read MoreManager's Pulse: February 13, 2023
TALKING POINTS: This weeks’ conversation starters for advisors to educate and inform your clients Market News PFG Strategy News The S&P 500 Index experienced a fairly volatile week of trading, with six intraday reversals of 1+%...
Read MoreManager's Pulse: February 06, 2023
DISCLOSURE: The information provided herein is the opinion of The Pacific Financial Group, Inc. (“TPFG”) a registered investment adviser, and may change without notice at the discretion of TPFG. Spotlight contains...
Read MoreLockwood Joins TPFG as Head of National Accounts
Former Lincoln Financial Executive leads the National Account Team focused on Widening SDBA Model Portfolio Distribution.
Read MoreManager's Pulse: January 30, 2023
U.S. equities closed higher last week after investors appeared to be more optimistic about the possibility of avoiding a recession. The NASDAQ outperformed the other domestic indexes, finishing 4.32% higher. Out of all the S&P 500 sectors..
Read MoreManager's Pulse: January 23, 2023
Major indexes were mixed last week, with value slightly underperforming growth-oriented stocks. Several data reports weighed on sentiment throughout the week, with a disappointing retail sales report indicating a drop of 1.1% in December..
Read MoreAsset Allocation Committee LIVE Set For February 9
The Pacific Financial Group (TPFG) is pleased to invite you to the February’s Quarterly Asset Allocation Committee meeting LIVE.
Read MoreTPFG Sponsors FSI OneVoice Annual Kickoff Event
TPFG is pleased to announce our sponsor support for OneVoice 2023, the annual kickoff event for the Financial Services Institute (FSI).The Financial Services Institute has a clear mission that aligns perfectly as our own - ensure that...
Read MoreYoung Investors: Thoughts on Retirement and Ways to Engage
Janus Henderson survey findings can help financial professionals better educate and engage with younger investors.
Read MoreManager's Pulse: January 17, 2023
Equities closed out a second week of consecutive gains as investors’ remained positive after another CPI print indicated continued cooling inflation. Growth-oriented stocks outperformed most, with help from popular mega-cap technology..
Read MoreManager's Pulse: January 9, 2023
U.S. equities rose last week on the back of an encouraging job report. Reports indicated that nonfarm payrolls rose by 223,000 in December, above expectations, and the unemployment rate fell to 3.5%, a level not seen since before....
Read MoreTPFG Reduces Fees to Broaden Access
2023 begins with important news from TPFG. In response to hundreds of advisors wanting greater access to our Strategy PLUS Model Portfolio Marketplace for retirement plan participants, we lowered our fees.
Read MoreManager's Pulse: January 2023
OVERVIEW:Most major indexes finished the holiday-shortened week, and the last week of 2022, lower. Almost every sector ended the week lower, with the exception of financials (+0.8%) and energy (+0.6%). Materials (-1.1%) and consumer...
Read MoreManager's Pulse: December 27, 2022
Major U.S. indexes were mixed last week after continued uneasiness surrounding the Fed’s more hawkish comments, with the Dow Jones Industrial Average finishing slightly higher and the S&P 500 and NASDAQ finishing lower...
Read MoreFOMO Christmas Trees
If you are like me, around this wonderful time of year, you have several family traditions that you look forward to not only completing, but also passing onto the next generation.
Read MoreRetirement Confidence Report
Opportunities to Strengthen Client Relationships: Matt Sommer, Head of Defined Contribution and Wealth Advisor Services at Janus Henderson, discusses how findings from Janus Henderson’s 2022 Retirement Confidence Report...
Read MoreManager's Pulse: December 19, 2022
Increasing fears of further interest rate hikes pushed equities to the second week of losses, even with a second CPI report that indicated easing inflationary pressures. Nearly every sector was in the red, except the energy sector on the...
Read MoreWealthies Circle Podcast: Client Management in a Digital World
A discussion of the latest tools that help advisory firms deliver personalization at scale, increase capacity and drive business momentum.
Read MoreManager's Pulse: December 12, 2022
Stocks and bonds remained under pressure in Q3. Many of the same factors (i.e. inflation, rising rates, stronger US Dollar, and more restrictive central banks) are negatively impacting returns for both asset classes...
Read MoreDeloitte Names CapIntel as a Company-to-Watch
Congratulations to our friends at CapIntel for being recognized as a Technology Fast 50 by Deloitte Canada. Their entrepreneurial spirit matches our own. A big reason we've chosen to be their first US client and technology partner.
Read MoreManager's Pulse: December 5, 2022
Overview: Major U.S. equity indexes ended the week higher, supported by comments from Fed Chair Jerome Powell indicating that rates could remain higher for longer, although the Fed could slow the pace of the hikes by the end of this year.
Read MoreTPFG Appoints Judith Cheng as Chief Investment Officer
We are very excited to announce that Judith Cheng has joined our leadership team as our new Chief Investment Officer.Judith has extensive experience in investment strategy, analysis, and research, most recently with DWS and BNY Mellon....
Read MoreManager's Pulse: November 28, 2022
OVERVIEW:U.S. equities closed higher last week on the back continued optimism following the lower-than-expected CPI print and the release of the November Fed minutes that indicated more officials were open to slowing its pace of rate...
Read MoreAsset Allocation Committee Briefing: Q3 2022
TPFG Portfolio Manager Dan Helmick moderated a series of informative Strategist presentations on the performance of our suite of Strategy PLUS model portfolios.
Read MoreManager's Pulse: November 21, 2022
OVERVIEW:Most major indexes gave back a portion of the previous week’s gains, closing last week moderately lower. Consumer staples and utilities outperformed most of the other S&P 500 sectors, while energy and consumer...
Read MoreManager's Pulse: November 14, 2022
OVERVIEW: Major indexes recorded gains last week as the October C I print, which was reported on Thursday morning, came in lower than expected, signaling to many investors that inflation may be peaking and the Federal Reserve may begin...
Read MoreRiskPro E-Book: Passing the Test
As we ended the first half of 2022, equities have officially entered bear market territory and at the same time, the magnitude of the downturn in fixed income securities is of historic proportions.
Read MoreManager's Pulse: November 7, 2022
Equity markets were broadly lower last week, largely weighed down by Wednesday’s interest rate decision from the Fed. The Federal Reserve raised rates by 75 bps for the fourth consecutive meeting, pushing the Fed Funds Rate to 3.75% - 4%.
Read MoreBirds, Puppies, and Risk
Every year, a group of friends and I make the journey to South Dakota for our annual pheasant hunt. Other than the 27-hour drive from Florida to the middle of South Dakota, it is an event that I look forward to each year. This year was...
Read MoreManager's Pulse: October 31, 2022
Equities generally rose last week as investors continued to digest third quarter earning reports. The industrials, utilities, and real estate sectors performed best, while communication services underperformed.
Read MoreManager's Pulse: October 24, 2022
U.S. equities finished higher last week, with the S&P 500 Index recording its best weekly gain in almost four months and the Dow Jones Industrial Average locking in its third consecutive week of gains.
Read MoreManager's Pulse: October 17, 2022
U.S. equities experienced another volatile week of trading, with most major indexes finishing the week lower. The S&P 500 gave back almost half of its gains since the bottom in March of 2020. Stocks saw their biggest moves on...
Read MoreSix Keys to Extraordinary Teamwork
Whether you are building, joining or looking to improve your financial advisory team, the goal should be to create something that adds up to more than the sum of its parts.
Read MoreWilshire: Due Diligence Partner Update
TPFG has a due diligence relationship with Wilshire, one of the most respected names in the industry for manager research. Wilshire gives Weekly Market Updates with charts and Quarterly webinars that you can access through TPFG.
Read MoreTPFG Partners with CapIntel to Empower the Advisor-Client Relationship
The Pacific Financial Group (TPFG), a wealth management innovator and leader in Self-Directed Brokerage Account Management (SDBA) announced a partnership with CapIntel, a leading Toronto-based financial technology company.
Read MoreCapital Group Publishes 2022 Guide to Recessions
Recessions can be complicated, misunderstood and downright scary. But, most of all, they're hard to predict. Capital Group helps educate and prepare us with their 2022 GUIDE TO RECESSIONS.
Read MoreTPFG Named Wealthie Award Finalist
Strategy PLUS SDBA Model Portfolio program has been named a finalist for the 2022 Wealth Management Industry Awards in the TAMP-Model Marketplace category.
Read MoreThe Art of WOW
Learn how to create meaningful connections with clients and prospects by seeking to surprise and delight them through unexpected actions.
Read MoreTPFG Hosts 13 Growth Formula Workshops
Interactive events will deliver timely new client acquisition and practice growth strategies to financial advisors utilizing retirement plan brokerage windows and in-plan advice.The Pacific Financial Group (TPFG), a wealth management...
Read MorePM Perspective: Inflation Reduction Act
The ‘Inflation Reduction Act’ was recently passed by the Senate. You may be wondering what’s in it and what does it mean for me? Our PM Team shares their perspective.
Read MoreWhy Cultural Competency is Key to Your Value Proposition
Janus Henderson Investors Retirement Director explains why it’s critical for today’s financial professionals to recognize and understand cultural differences to establish trust with clients and prospects.
Read MoreTPFG Asset Allocation Committee Call Briefing July 2022
Universal Themes: There have been signs that inflation is peaking or has at least begun to dissipate. We should expect a possible deflationary period for the remainder of the year.
Read MoreTPFG Elevates Next Wave of Executive Leadership
The Pacific Financial Group Announces Organizational Changes and Elevates the Next Wave of Executive Leadership.
Read MoreCapital Group Publishes 2022 Midyear Outlook
Capital Group released its 2022 Midyear Outlook, which offers long-term perspectives on the global economy as well as opportunities in equity and fixed income investing.
Read MoreDiversifying Your Client Age Base
It’s glaringly obvious that advisors need to get better at finding, attracting, and working with younger clients.
Read MoreSucceeding at Business Succession
According to the Conway Center for Family Business, family businesses account for 64% of the U.S. Gross Domestic Product (GDP), yet 57% of family businesses have no formal succession plan.
Read MoreQuarterly 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.
Read MoreRussia/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 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 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 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 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 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 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 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 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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