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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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A powerful, personal CFO model that puts your goals first and builds financial fitness.
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No proprietary products, no pitches, no sales commissons, just the freedom to go where smart money should and advice to guide wise decisions.
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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 and Mark Dixon, PMFA Investment
Committee Chair, and Institutional Investment Consulting Practice
Leader, discuss highlights from the firm's October Market Perspectives.
Volatility returned to the markets in full force in October, with the principal indicators of volatility in equities and fixed income hitting their highest levels in over a year.
Volatility has re-emerged in recent weeks, and equity markets have come under pressure. As of October 15, the S&P 500 Index has declined nearly 8% from its recent peak, giving back much of its gains for the year.
disappointing first-quarter GDP reading, economic growth rebounded in the
second quarter, at a 4.6% annualized rate. The economy recaptured some pent-up
demand lost during the excessively cold winter months, and growth expectations
for the remainder of the year are solid.