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PCIA Tampa Resources

Weekly market reviews, PCIA news, financial education and more.

The Difference Between Risk Tolerance and Risk Capacity

By Don Williams | March 31, 2022The first quarter of 2022 has certainly not been boring. Geopolitical upheaval and rapid inflation along with rising interest rates have driven volatility up and, with that, questions from clients about whether to reposition...

The Importance of Portfolio Rebalancing

Over the last couple of weeks, Prime Capital Investment Advisors have been rebalancing our clients accounts. These seemingly small transactions of buys and sells happening inside your portfolio may often be overlooked by clients as to their importance. So, I...

Week-in-Review: Week ending in 12.24.21

The Bottom Line ● Traders shook off omicron concerns and the hawkish Fed from last week and grinded out a new record for equities despite the shortened trading week. ● Yields climbed with equities for the week, the yield on the 2-year dropping slightly, up +5bps...

Week-in-Review: Week ending in 12.31.21

The Bottom Line ● Despite low volume during the final week of the year, global equities were mostly in the green for the week, solidifying robust returns for the year of 2021. ● Yields gently climbed upward for the week, the yield on the 2-year Treasury Note was up...

Month-in-Review: December 2021

Quick Takes ● Omicron Impacts International Markets. International equities sold off for the month of December as the omicron variant worked its way through the global population. Domestic equities shook off these concerns and posted a solid month. ● Short-Term...

Week-in-Review: Week ending in 01.07.22

The Bottom Line ● Global equities sold off for the first week of the year as market participants switched into risk-off mode as they priced in a more hawkish Fed. ● Yields skyrocketed this past week with the yield on the 2- Year Treasury Note jumping 14bps and the...

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