Below are Marketing documents created in partnership with Fiducient, the Firm that PCS selected as our Outsourced Chief Investment Officer. These pieces are available as is for use with your clients and can also be shared on your social media. If you wish to rebrand any of the documents, you must submit the changes through Marketing Pro for review and approval prior to client or social media distribution. Questions can be direct to the PCS Compliance team.
April 2025
Municipal Monitor – April 2025
March 2025
Key Takeaways – Tariffs & Economic, Market, Portfolio Implications
Q1 2025 Quarterly Considerations
Market Volatility – March 2025
Disciplined Portfolio Rebalancing Strategy
Supercharge Your Retirement Savings – Maximizing Your Retirement Contributions – Tips for 2025
February 2025
Market Insights – February 2025
The Power of Compounding – How Time Can Be Your Best Investment Ally
For Love and Money – Financial Planning for Couples
Market Review – Growth Scare Hits Risk Assets
January 2025
Market Review – Change in Leadership
Market Insights – January 2025
The Evolution of the Super Saver Strategy
December 2024
Q4 2024 Quarterly Considerations
Market Insights – December 2024
Municipal Bonds in Focus – December 2024
November 2024
Year End Planning Considerations
Market Insights – November 2024
Market Review – Riding the Wave
October 2024
Market Insights – October 2024
September 2024
Market Insights – September 2024
Q3 2024 Quarterly Considerations
Municipal Bonds in Focus – September 2024
August 2024
Market Review – Shifting Sentiment at Summer Summit
Don’t Send Your Child Off to College Without These Four Tools
July 2024
Market Review – Small Cap Equities Heat Up In July
June 2024
The Next Chapter in the Active vs. Passive Debate
Q2 2024 Quarterly Considerations
Municipal Bonds in Focus – June 2024
May 2024
Market Review – Patience & Pragmatism
April 2024
Market Review – Ripple Effects
Municipal Bonds in Focus – April 2024
March 2024
Navigating Markets in an Election Year
Q1 2024 Quarterly Considerations
Guarding Your Digital Identity – Defending Against AI-Driven Fraud
The Evolution of the Super Saver Strategy
February 2024
Market Insights – February 2024
Market Review – Every Rose Has Its Thorn
January 2024
Market Insights – January 2024
Market Review – Wintery Mix Hits Markets
December 2023
Market Insights – December 2023
Q4 2023 Quarterly Considerations
November 2023
Cash Reserve Short Term Options
Year-End Tax Planning Considerations
Market Insights – November 2023
Trends in Corporate Retirement Plan Offerings
Market Review – Cheerful for the Holidays
October 2023
Mission Aligned Investing – Where Are We and Where to Next
Eight Common Mistakes That Can Jeopardize Retirement
Market Insights – October 2023
Market Review – A Spooky October Adds to Concerns
September 2023
Numbers and Judgment – A Partnership for Fund Evaluation
SECURE 2.0 Five Key Provisions for 2024
Cash Reserve Portfolio Considerations
Market Insights – September 2023
Q3 2023 Quarterly Considerations
August 2023
Watch Your Step – Avoid These 10 Common Investor Pitfalls
Executive Order on Investments in Chinese Companies
Market Review – Summer Doldrums
July 2023
State of Commercial Real Estate
Market Review- Market Heats Up
June 2023
The Next Chapter in the Active vs. Passive Debate
Don’t Let Healthcare Costs Derail a Healthy Retirement
Q2 2023 Quarterly Considerations
Preparing for Rising College Costs
May 2023
Market Review – Relief From the May-hem
Stable Value vs. Money Market Funds in Today’s Interest Rate Environment
April 2023
The Fed Effect – The Impact of Higher Rates are Taking Hold
Simple Actions Today Can Lead to Positive Results Tomorrow
March 2023
The Fed’s Inflation Target is Not Yours
Update Regarding Silicon Valley Bank
Q1 2023 Quarterly Considerations
February 2023
If ESG is Considered Green – Why is There so Much Gray
Market Review – Markets Start 2023 Off with a Bang
Governance Calendar (Defined Contribution) 4Q 2022
Market Insights – February 2023
Market Review – Hot Data, Cool Markets, Good News
What, Your Portfolio is Not Positioned for Two Sided Risk
January 2023
Market Insights – January 2023
December 2022
Final Rule Grants Fiduciaries Greater Flexibility When Considering ESG Options
Asset Class Summaries – Q4 2022
Market Insights – December 2022
Q4 2022 Quarterly Considerations
SECURE 2.0 Act Paves the Way for Big Changes
November 2022
Year End Tax Planning Opportunities
Market Insights – November 2022
Market Review – A Pivot to Pause
October 2022
Market Insights – October 2022
Market Review – Bear Hunting – October 2022
September 2022
Private Markets Summer Update 2022
Quarterly considerations – September 2022
Asset Class Pros and Cons – September 2022
August 2022
Market Review – Fresh Mountain Air, Same Hawkish Stance – August 2022
July 2022
Mid-Year Market Review – July 2022
LRC Comments Bear Markets Blog
Market Review – Making Hay While the Sun Shines – July 2022
Rising Interest Rates Friend or Foe for Pension Investors (2)
Russell Reconstitution Analysis – July 2022
June 2022
Asset Class Pros and Cons – June 2022
Quarterly Considerations – Q2 02022
May 2022
Changing Dynamics in the Secondaries Market
Consultant Toolkit – Volatility in Context
Current Economic and Market Perspectives
Market Volatility and Outlook Webcast
Market Volatility Client Letter
April 2022
Market Review – When Hawks Cry – April 2022
March 2022
Is it Time for Panic in Your Portfolio
Giving Employees the Tools to Help Them Retire Confidently
Market Review – Variations on a Theme – March 2022
Is It Time for Panic in Your Portfolio
Quarterly Considerations – Q1 2022
Asset Class Pros and Cons – March 2022
February 2022