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Fully invested in your success—today and always—with a holistic, coordinated and collaborative approach.
Determine if current policies contribute to financial goals. Maximize this asset as it pertains to taxes, your estate plan and portfolio returns.
Serve as trustee or trustee’s agent to ensure your wishes are carried out.
Conduct independent economic and market research to identify opportunities, risks and solutions.
Construct a strategy to maximize after-tax dollars while working on family goals. Comply with filing requirements.
Develop an investment strategy based on your personal balance sheet. Monitor results and adherence to the strategy based on our proven process.
Create a legacy plan to benefit your family, charitable interest or business.
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A nurturing process to realize growth and expand financial security at each step of your life cycle.
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Being bulletproof is the ability to achieve financial independence, have enough assets to live comfortably in retirement, and provide for your heirs. The road to achieving this starts with your personal balance sheet.
Jim Baird, PMFA Chief Investment Officer discusses highlights from the firm's January Market Perspectives.
The last month of 2014 saw volatility creep back into domestic equities markets. The month ended relatively flat for most asset classes, with large cap stocks holding on to their significant calendar year gains, followed closely by mid caps.
Following a disappointing start to the year, economic growth over the past two quarters has rebounded well in excess of consensus expectations. In the third quarter, the economy advanced at a 5% annualized pace for the first time in over a decade.
Our theme this year, Forging Ahead, is a fitting tagline for where the economy and capital markets currently stand at this stage in the cycle.