July 9, 2018
By Courtney Dominguez, Certified Financial Planner™ As a financial advisor, I strategize every day on how my clients can meet their financial goals. One undeniable aspect to making this […]
May 11, 2017
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 […]
April 2, 2017
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 […]
April 1, 2017
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 […]
March 19, 2017
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 […]
December 20, 2016
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 […]
November 4, 2016
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 […]
October 21, 2016
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 […]
October 7, 2016
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 […]
September 15, 2016
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 […]
September 14, 2016
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 […]
August 9, 2016
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 […]
July 27, 2016
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 […]
July 5, 2016
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 […]
June 14, 2016
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 […]
May 31, 2016
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 […]
May 24, 2016
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 […]
April 28, 2016
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, […]
April 12, 2016
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 […]
March 30, 2016
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 […]