Research Lab

Pacific Point’s Expert Insights

Stable Earnings™ Portfolios

July 21, 2022 By Tim Nyland, CFA

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 ...

tag-icon lowvolatility lowbeta riskmanagement wealthpreservation investment investmentmanagement investmentstrategy wealthmanagement wealthcreation wealthplanning earningsseason earnings, berkshirehathaway, berkshire
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June 24, 2022 By Tim Nyland, CFA

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 ...

tag-icon lowvolatility lowbeta riskmanagement wealthpreservation investment investmentmanagement investmentstrategy wealthmanagement wealthcreation wealthplanning earningsseason earnings
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Markets

June 15, 2022 By Tim Nyland, CFA

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 ...

tag-icon stockmarket equityresearch equityinvesting equitymarkets economics inflation CPI PPI labormarket laborshortage earnings savings ark
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Wealth Management

June 24, 2022 By Tim Nyland, CFA

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 ...

tag-icon assetallocation lowvolatility lowbeta riskmanagement wealthpreservation investment investmentmanagement investmentstrategy wealthmanagement wealthcreation wealthplanning
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Real Estate

August 10, 2022 By Jay Winship

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

tag-icon #housing #housingtrends #realestate #housingmarket2022 #privatecredit
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July 26, 2022 By Tim Nyland, CFA

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 ...

tag-icon #housing #housingtrends #realestate #housingmarket2022 #inflation
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