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.

 

June 2024

The Next Chapter in the Active vs. Passive Debate

Market Insights – June 2024

Market Recap – June 2024

 

May 2024

Market Insights – May 2024

Market Recap – May 2024

Market Review – Patience & Pragmatism

 

April 2024

Why International

Market Insights – April 2024

Market Recap – April 2024

Market Review – Ripple Effects

Municipal Bonds in Focus

 

March 2024

Navigating Markets in an Election Year

Q1 2024 Quarterly Considerations

Market Recap – March 2024

Market Insights – March 2024

Asset Class Summaries 2024 V2

Guarding Your Digital Identity – Defending Against AI-Driven Fraud

Maximize Your Cash

The Evolution of the Super Saver Strategy

 

February 2024

Market Insights – February 2024

Market Recap – February 2024

Market Review – Every Rose Has Its Thorn

 

January 2024

Asset Class Summaries 2024

Market Insights – January 2024

Market Recap – January 2024

Market Review – Wintery Mix Hits Markets

 

December 2023

2024 Market Outlook

Market Insights – December 2023

Market Recap – December 2023

Q4 2023 Quarterly Considerations

 

November 2023

Cash Reserve Short Term Options

Year-End Tax Planning Considerations

Market Insights – November 2023

Market Recap – 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

Asset Class Summaries 2023

Market Insights – October 2023

Market Recap – 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

Market Recap – September 2023

Q3 2023 Quarterly Considerations

 

August 2023

Are You Overpaying Uncle Sam

Watch Your Step – Avoid These 10 Common Investor Pitfalls

Executive Order on Investments in Chinese Companies

Market Review – Summer Doldrums

Market Insights – August 2023

Market Recap – August 2023

 

July 2023

2023 Mid-Year Outlook

State of Commercial Real Estate

The AI Revolution is Here

Market Insights – July 2023

Market Recap – July 2023

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

Market Recap – June 2023

Market Insights – June 2023

Preparing for Rising College Costs

 

May 2023

Market Review – Relief From the May-hem

Market Insights – May 2023

Market Recap – May 2023

Stable Value vs. Money Market Funds in Today’s Interest Rate Environment

Target Date Year in Review

The Debt Ceiling Distraction

 

April 2023

Market Recap – April 2023

The Fed Effect – The Impact of Higher Rates are Taking Hold

2023 Private Markets Update

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

Market Recap – March 2023

Are My Assets Safe?

 

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 Recap – February 2023

Market Review – Hot Data, Cool Markets, Good News

What, Your Portfolio is Not Positioned for Two Sided Risk

 

January 2023

Market Recap – January 2023

2023 Financial Planning Guide

Market Insights – January 2023

 

December 2022

2023 Market Outlook

Final Rule Grants Fiduciaries Greater Flexibility When Considering ESG Options

Market Recap – November 2022

Why International?

Asset Class Summaries – Q4 2022

Market Insights – December 2022

Market Recap – 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 Recap – October 2022

Market Insights – October 2022

Market Review – Bear Hunting – October 2022

Bear Market Guide

The Bear Market Field Guide

 

September 2022

Private Markets Summer Update 2022

Market Recap – September 2022

Quarterly considerations – September 2022

Asset Class Pros and Cons – September 2022

 

August 2022

Market Review – Fresh Mountain Air, Same Hawkish Stance – August 2022

Market Recap – August 2022

 

July 2022

Mid-Year Market Review – July 2022

LRC Comments Bear Markets Blog

Market Recap – July 2022

Market Review – Making Hay While the Sun Shines – July 2022

NextGen Webinar

Rising Interest Rates Friend or Foe for Pension Investors (2)

Russell Reconstitution Analysis – July 2022

 

June 2022

2022 Mid-year Outlook

Asset Class Pros and Cons – June 2022

Market Recap – June 2022

Quarterly Considerations – Q2 02022

CMA Update – June 2022

 

May 2022

Market Recap – May 2022

Market Review – 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 Recap – 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

Plan Sponsor News

Market Review – Variations on a Theme – March 2022

Market Recap – March 2022

Is It Time for Panic in Your Portfolio

Historical Market Perspective

Fixed Income Complacency

Quarterly Considerations – Q1 2022

Asset Class Pros and Cons – March 2022

 

February 2022

CPI Our Outlook

Historical Market Perspective

Market Recap – February 2022

 

January 2022

2022 Market Outlook Deck

2022 Market Outlook