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Pacific Wealth Management Market Comment (Oct '21)

As anticipated, global financial markets have entered a period of volatility as they focus on a confluence of concerns that recently have been presenting more questions than answers. We are now approaching a transition point in the COVID-era economic cycle. Inflation concerns are prompting the U.S. Federal Reserve Bank to likely announce in November they will begin taking their foot off the accelerator pedal and begin tapering the number of bonds they have been buying monthly since March 2020. How quickly the Federal Reserve scales back its bond market manipulation has investors feeling uneasy.

Insights
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Real Estate Sale Financial and Tax Planning

The historically hot housing market has spurred homeowners to consider listing their real estate for sale to take advantage of the current market conditions which asymmetrically favor home sellers. If you are planning or considering the sale of real estate, you should be aware of tax and financial implications thereof before you list a property for sale.

Insights
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Cryptocurrency and Blockchain

It has been the subject of many social conversations and news articles: Cryptocurrency and blockchain. The topic has inspired so many questions: What are they? Is it legitimate or just a scam created by internet thieves? What does it mean for the future of technology and the U.S. dollar? Should it be a part of my investment portfolio?

Investing Insights
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Cautious Optimism Webinar

Our first webinar in a series of live webinar presentations designed to provide insight into Pacific Wealth Management's view of the economic landscape and its effect on markets. This one is titled 'Cautious Optimism'. Please enjoy and be sure to join us next quarter during our live presentation.

Investing Insights
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College Departure Protection

The end of summer will be here before we know it, and with that comes the back-to-school fall season. Whether you’re sending off your oldest child to their first year at college or your youngest child to their senior year, this prudent guide will enable you to continue assisting with financial and health decisions while protecting them from the consequences of identity theft.

College Planning Insights
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