Pacific Point’s Expert Insights
Stable Earnings™ Portfolios

Consolidated earnings stability at the portfolio level has historically provided the Stable Earnings™ Core equity portfolio relative levels of downside protection against loss of capital during per ...

The cornerstone of the Pacific Point family of funds is the Stable Earnings™ family of core equity portfolios. The Stable Earnings™ family represents concentrated, carefully selected stock portfo ...
Market Strategy

Major U.S. stock indices ended lower on Friday, June 10th following the U.S. Labor Department Consumer Price Index (CPI) inflation gauge reaching a new 40-year high in May. A second bad inflation repo ...
Wealth Management

Year-to-date 2022, against the backdrop of surging inflation, bonds measured by the Bloomberg U.S. Aggregate Bond Index, have fallen -11.47%. Long Term U.S. Treasuries, measured by the S&P 30-Year ...
Real Estate

Jay Winship, CFA, CPA talks private credit with the President of Presidio Capital Management, Dustin TenBroeck, CFP®.

We believe the current market dynamics are setting in motion the potential for a slow-rolling real estate correction that may take years to play out and will feature key differences compared to the Fi ...

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