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...

Discover the Transformative Benefits of GPS for Financial Advisors Revolutionizing Client Onboarding with GPS The Guided Paperwork Solution (GPS) by The Pacific Financial Group (TPFG) is a game-changer for financial advisors. Historically, the...

The Pacific Financial Group Honored with 2025 Celent Model Wealth Manager Award for Streamlining Advisor Workflows

Last Month's Digest 1. The U.S. labor market showed some signs of weakening. The Bureau of Labor Statistics revised its new jobs figures for the months of May and June by a significant amount. (Source: Bureau of Labor Statistics).2. Inflation...

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...