References: [1] Vanguard Study (2025). [2] Schwab Study (2024). The Impact of Behavioral Coaching on 401(k) Savings Behavioral coaching is an often-underestimated aspect of financial advisory services that can significantly enhance 401(k) savings...

Marquette Payton, Director, Practice Management Consultant at Janus Henderson Investors, outlines strategies to help advisors better manage their time so they can focus on high-reward activities.

Understanding Self-Directed Brokerage Accounts (SDBA) A Self-Directed Brokerage Account (SDBA) is a flexible investment option within employer-sponsored retirement plans such as 401(k), 403(b), and 457 plans. Unlike traditional retirement plans that...

Last Month's Digest 1. The U.S. Dollar declined significantly vs. its rival currencies as a result of a global decrease in confidence in the U.S. economy. 2. Inflation took off in June, with a CPI of 2.7% compared to 2.4% in May. Potential causes...

Looking for more referrals? Address the psychological aspects of financial planning Matt Sommer, Head of Specialist Consulting Group at Janus Henderson Investors discusses findings from his latest research, which found a strong link between...

Last Month's Digest 1. The U.S. and China tariff negotiations continue to advance with the U.S. administration hinting a framework for a deal has been established.2. Recent tensions in the Middle East led to rising oil prices, which in turn led to...

Surpassing the Hurdles Takes Commitment Bellevue, WA – April 30, 2025 – The Pacific Financial Group, Inc. (TPFG), a registered investment adviser and trailblazer in the management of self-directed brokerage account (SDBA) windows announced another...

Empowering Leadership Change: TPFG Appoints New CEO for Growth Initiatives Chris Mills CIMA® Chief Executive Officer The Pacific Financial Group, Inc. Announces Organizational Changes, Charting the Course for Continued Success Innovative SDBA...