Client Facing Content Library
Market Updates From Our Partners
- J.P. Morgan Guide to Markets 1/31/23
- Understanding Mutual Funds and Taxes
- J.P Morgan Markets Around Geopolitical Events (graph)
- Asset Class Returns 2008-2022
- Bloomberg News Daily
Lifestyle & Money
- Exploring Federal Student Grants
- Your Emergency Fund
- Raising Healthy Children
- Budget in 6 Steps
- Money Tips for Newly Weds
- Managing An Inheritance
- Vacation or Staycation?
- Distracted America
Taxes
- Capital Gains and Losses
- Donating Art
- Filing Tax Returns For the Deceased
- Does Your Child Need to File A Return?
- Making Tax Code Work
- Five Most Overlooked Deductions
- Tax Scams to Watch For
- Taxes In Retirement
Retirement
Disclosure: All information is believed to be accurate but has not been independently verified and The Pacific Financial Group, Inc., a registered investment adviser, makes no warranties as to the accuracy of the information or any representations made or implied. The information should not be construed or interpreted as an offer or solicitation to purchase or sell a financial instrument or service. The information is for informational purposes only and should not be relied on or deemed the provision of tax, legal, accounting or investment advice. Past performance is not a guarantee future results. All investments contain risks to include the total loss of invested principal. Diversification does not protect against the risk of loss. Capital Group® | American Funds® are registered marks of The Capital Group Companies, Inc. BlackRock® is a registered mark of BlackRock, Inc. MFS is a registered mark of MFS Investment Management. JPMorgan is a proprietary mark of JPMorgan Chase & Co. Fidelity Institutional AM® and the Fidelity Investments logo are registered service marks of FMR LLC. PIMCO is a proprietary mark of Pacific Investment Management Company LLC. BNY Mellon is a proprietary mark of The Bank of New York Mellon Corporation. Meeder is a proprietary mark of Meeder Investment Management. Janus Henderson is a registered mark of Janus Henderson Group plc. Invesco is a registered mark of Invesco Ltd. In each instance, the mark is used with permission. No representation is made by The Capital Group Companies, Inc., BlackRock Inc., MFS Investment Management, JPMorgan Chase & Co., Fidelity Institutional Wealth Adviser LLC (“FIWA”), Pacific Investment Management Company LLC, The Bank of New York Mellon Corporation, Meeder Investment Management, Janus Henderson, or Invesco, or by anyone affiliated with such entities, regarding the advisability of investing in any investment product offered by Pacific Financial Group.