Tuesday, March 28, 2023

Congratulations to our partners at Janus Henderson for being recognized with two Refinitiv Lipper Fund Awards.

Tuesday, March 28, 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..

Tuesday, March 28, 2023

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.

Tuesday, March 21, 2023

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.

Monday, 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..

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Tuesday, March 14, 2023

Given recent events, we're providing the TPFG perspective on the recent collapse of Silicon Valley Bank (SVB).

Monday, 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..

Thursday, March 9, 2023

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...

Monday, March 6, 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..

Tuesday, February 28, 2023

Information in advance regarding business process changes related to the merger between Schwab and TD Ameritrade later this year.

Tuesday, February 28, 2023

Our goal has always been to make top-tier investment management available and affordable to every retirement saver, regardless of account size.

Monday, 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...

Thursday, February 23, 2023

Volatility is no fun for most investors, but these four things may help investors achieve their long-term goals.

Tuesday, 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..

Thursday, February 16, 2023

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.

Monday, February 13, 2023

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...

Monday, 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+%...

Monday, February 6, 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...

Monday, January 30, 2023

Former Lincoln Financial Executive leads the National Account Team focused on Widening SDBA Model Portfolio Distribution.

Monday, 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..

Monday, 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..

Friday, January 20, 2023

The Pacific Financial Group (TPFG) is pleased to invite you to the February’s Quarterly Asset Allocation Committee meeting LIVE.

Wednesday, January 18, 2023

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...

Tuesday, January 17, 2023

Janus Henderson survey findings can help financial professionals better educate and engage with younger investors.

Tuesday, 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..

Monday, 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....

Thursday, January 5, 2023

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. 

Monday, January 2, 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...

Tuesday, 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...

Friday, December 23, 2022

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. 

Tuesday, December 20, 2022

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...

Monday, 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...

Tuesday, December 13, 2022

A discussion of the latest tools that help advisory firms deliver personalization at scale, increase capacity and drive business momentum.

Monday, 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...

Monday, December 5, 2022

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.

Monday, 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.

Friday, December 2, 2022

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....

Monday, 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...

Wednesday, November 23, 2022

TPFG Portfolio Manager Dan Helmick moderated a series of informative Strategist presentations on the performance of our suite of Strategy PLUS model portfolios. 

Monday, 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...

Monday, 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...

Friday, November 11, 2022

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.

Monday, 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%.

Friday, November 4, 2022

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...

Tuesday, November 1, 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.

Tuesday, October 25, 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.

Monday, 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...

Sunday, October 9, 2022

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.

Monday, October 3, 2022

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.

Tuesday, September 27, 2022

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.

Monday, September 26, 2022

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.

Wednesday, September 14, 2022

Strategy PLUS SDBA Model Portfolio program has been named a finalist for the 2022 Wealth Management Industry Awards in the TAMP-Model Marketplace category.

Tuesday, August 23, 2022

Learn how to create meaningful connections with clients and prospects by seeking to surprise and delight them through unexpected actions.

Tuesday, August 16, 2022

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...

Tuesday, August 9, 2022

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.

Monday, August 1, 2022

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.

Monday, July 25, 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.

Monday, July 11, 2022

The Pacific Financial Group Announces Organizational Changes and Elevates the Next Wave of Executive Leadership.

Monday, June 27, 2022

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.

Wednesday, June 22, 2022

It’s glaringly obvious that advisors need to get better at finding, attracting, and working with younger clients.

Wednesday, June 22, 2022

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.

Tuesday, May 10, 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...

Friday, May 6, 2022

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.

Monday, April 4, 2022

April marks the start of Financial Literacy Month, a nationally recognized movement to raise public awareness about the importance of financial wellness.

Wednesday, March 16, 2022

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.

Monday, March 14, 2022

TPFG is pleased to announce a new relationship with WILSHIRE, one of the most well-known names in manager research.

Wednesday, March 9, 2022

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.

Thursday, March 3, 2022

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.

Thursday, February 24, 2022

Wednesday, February 2, 2022

By any measure, 2021 was a transformational year in the independent wealth space. This year is shaping up to be even more evolutionary.

Tuesday, February 1, 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.

Monday, January 31, 2022

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.

Tuesday, January 18, 2022

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

Wednesday, December 1, 2021

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

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...

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

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...

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...

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...

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....