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Determine if current policies contribute to financial goals. Maximize this asset as it pertains to taxes, your estate plan and portfolio returns.
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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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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.
January was a challenging month for domestic equities, with all major indices losing ground. Mid caps fared the best of the group, while small caps experienced the biggest decline.
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.