Last Month's Digest 1. Markets stabilized on January 21st after suffering their worst decline since April of 2025, helped by Donald Trump’s rejection of using force in his pursuit of Greenland, a stance that lifted stocks and slowed the bond...

Practice Management In 2026: The Year Advisors Redefine Their Value

The holidays are here. Cue the twinkling lights, peppermint mochas, and a perfect excuse to sprinkle a little extra joy into your client relationships. As a financial advisor, this season is your golden ticket to deepen connections, celebrate wins,...

Fostering Client Relationships During the Holidays Thanksgiving is an excellent time for financial advisors to deepen their relationships with clients. The holiday provides a unique opportunity to express genuine appreciation for their trust and...

As we approach the close of 2025, the final quarter presents a golden window for proactive retirement planning. This is a time when clients are reflecting on their financial goals and seeking guidance to optimize their savings.

A Visionary Returns: Megan Meade Is Back at TPFG A familiar and trusted leader is returning to The Pacific Financial Group, Inc. (TPFG). We are thrilled to announce that Megan Meade, our founding Manager Member and former CEO, is back. Her return...

Transforming Paperwork into Progress In today's fast-paced financial landscape, efficiency and accuracy are crucial for advisors aiming to provide top-tier service to their clients. At The Pacific Financial Group (TPFG), we've met this challenge...

The Rise of Self-Directed Brokerage Accounts in 401(k) Plans Self-Directed Brokerage Accounts (SDBAs) are revolutionizing the landscape of 401(k) plans, providing participants with unprecedented control over their retirement investments. There are...

Last Month's Digest 1. On September 17, 2025, the Federal Reserve approved a 0.25 percentage point cut to its benchmark interest rate, lowering the federal funds target range to 4.00%–4.25%, citing rising risks to employment and persistent...

Key takeaways: Janus Henderson’s latest Investor Survey found that subtle shifts in the way certain topics are communicated can influence how investors process and respond to the information. For financial advisors, this presents an actionable...