Pacific Capital Works

Are you leaving money on the table because you haven’t thought about how to optimize your Nike benefits? 🤔 Whether you’re planning to stay, move, or retire — this is a great resource to get proactive about your financial strategy 👇

Your Nike Benefits & Career: Financial Planning for Employees and Executives Do you work at Nike? Get the resources you need and expert insights from financial professionals who specialize in helping Nike employees make the most of

https://www.pacificcapitalworks.com/post/q3-24-market-review

http://www.pacificcapitalworks.com/articles/2022/7/18/q2-2022-market-report

Q2 2022 Quarterly Market Report — Pacific Capital Works We just completed one of the worst stock market quarters since the Great Recession (2007-2009) and bonds have had 2 successive quarters of some of the worst returns in a very long time. There is no great news in this quarters report. If you reviewed your performance report in the past and felt go

http://www.pacificcapitalworks.com/articles/2022/6/21/are-we-headed-for-a-recession

Are We Headed for a Recession? — Pacific Capital Works By Wes Crill, PhD Head of Investment Strategies and Vice President

http://pacificcapitalworks.com/articles/2022/5/16/do-you-know-your-high-net-worth-personality

Do You Know Your High-Net-Worth Personality? — Pacific Capital Works One of the best ways to make smart decisions about your wealth is to work with professionals who are able to connect with you and relate to you. You want to surround yourself with experts who know you well enough to really “get” what you want your money to accomplish and why.  In fact, we

http://pacificcapitalworks.com/articles

Do Downturns Lead to Down Years? — Pacific Capital Works Stock market slides over a few days or months may lead investors to anticipate a down year. But a broad US market index had positive returns in 17 of the past 20 calendar years, despite some notable dips in many of those years. Even in 2020, when there were sharp market declines associated

http://pacificcapitalworks.com/articles

Articles — Pacific Capital Works April 05, 2022 Q1 2022 Quarterly Market Report April 05, 2022/ Todd Brundage The first quarter of 2022 was a difficult quarter for most economies and markets. Just when the markets were hoping to see relief from pandemic supply and labor shortages, Russia attacked Ukraine. In reaction many of the wo...

http://pacificcapitalworks.com/articles/2021/10/14/feeling-philanthropic-a-charitable-planning-primer

Feeling Philanthropic? A Charitable Planning Primer — Pacific Capital Works   Do you want to have a major impact on a charity or cause that means a great deal to you? Do you want to do well financially by doing good for others in need? If so, you’ve got plenty of company. One top financial issue we hear about from today’s individuals and families is charitable givi

https://pacificcapitalworks.com/articles/2021/10/6/quarterly-market-review-q3-2021

Quarterly Market Review - Q3 2021 — Pacific Capital Works Towards the end of Q3 the market pulled back from its “all time” highs as supply constraints impacted corporate earnings and inflation remained a concern even in the face of a potential waning pandemic. Stocks finished the quarter flat to down with domestic real estate besting the group with a 1...

https://pacificcapitalworks.com/articles/2021/9/10/what-is-wealth-planning-really

What Is Wealth Planning, Really? — Pacific Capital Works  It can be all too easy to focus on just one aspect of your financial life—and in doing so, miss opportunities as well as incur unnecessary risk. That’s where wealth planning comes in. Wealth planning is all about examining your full financial picture—not simply investments, although they