By Michelle McKinnon, Certified Financial Planner™ I noticed an interesting article recently on The Wall Street Journal website titled, “Why More 401(k) Plans Offer ‘Brokerage Windows.” What’s a brokerage […]

  By Ryan Payne, President I found an article recently on MarketWatch.com called “Opinion: Incredibly Cheap Emerging- Markets Stocks Still Aren’t Worth Buying.” This is even though emerging-markets stocks are […]

       By Bob Payne, Managing Director and Chief Investment Officer (CIO) I recently spoke with a prospective client who sought some guidance. She had just met with a financial […]

       By Bob Payne, Managing Director and Chief Investment Officer (CIO) I saw an investment portfolio recently that was unintentionally comical, and clearly illustrated the conflict of interest inherent […]

       By Bob Payne, Managing Director and Chief Investment Officer (CIO) I created an investment strategy in the early 1980s called the A-to-B Wealth Management Process. The reason is […]

  By Michelle McKinnon, Financial Advisor There has been so much talk in the news lately about the Federal Reserve, or “Fed” as it’s commonly called. The Fed was created by […]

     By Ryan Payne, President   I came across a very interesting article last week while reading the investment news section. Apparently the state of Massachusetts is charging wire […]

       By Bob Payne, Managing Director and Chief Investment Officer (CIO) As a young financial advisor working for Merrill Lynch in Philadelphia during the late 1970s, I remember selling […]

  By Michelle McKinnon, Financial Advisor These days everybody is talking about the upcoming Presidential Election in November. Every time you turn on the news, it’s all about Hillary Clinton, Donald […]

       By Ryan Payne, President   Payne Capital Management (PCM) is proud to announce its first-ever ranking on the Inc. 5000 List of America’s Fastest-Growing Companies (www.inc.com/inc5000). Founded […]

  By Michelle McKinnon, Financial Advisor I’d like to discuss the kind of news stories we see every day, where big investment firms make predictions about the markets. In this article I’m […]

       By Ryan Payne, President   Regrets are something you’re bound to come across when talking with market investors. It seems almost everybody has a story about a move […]

  By Michelle McKinnon, Financial Advisor Today, I’d like to talk about oil prices. I’m sure a lot of investors out there can think back to January and February when the price […]

       By Ryan Payne, President Last month, prominent financial publication Barron’s launched its premiere “Top Independent Women Advisors Summit” in New Orleans (www.barrons-indywomen.com) and the Payne Capital Management […]

       By Bob Payne, Managing Director and Chief Investment Officer (CIO) Although getting to retirement is obviously a significant milestone, it’s just as important to get through it. Many people […]

     By Ryan Payne, President There’s an old saying that “a rising tide lifts all boats,” but the flip side is those same boats all drop when the tide […]

       By Bob Payne, Managing Director and Chief Investment Officer (CIO) I’ve decided to call this month’s market update, “The Revenge of the Nerds.” If you recall that 1980s movie, […]

  By Michelle McKinnon, Financial Advisor A few months ago, many people in the financial industry were dreading the possibility of an interest rate hike by the Federal Reserve (“Fed”). So what […]

     By Ryan Payne, President Let’s talk a little about an endangered species: the pension plan. Unless you’re part of the World War II generation, company-provided pensions are becoming […]

       By Bob Payne, Managing Director and Chief Investment Officer (CIO) Stock market fluctuations represent a major potential pitfall in retirement. As a result, sometimes investors go into “preservation […]