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PCIA Tampa Resources

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

Using Employee Benefits To Attract & Retain Top Talent

In today’s economy, employers are in an ongoing fight with one another to lure the top candidates available. Those seeking employment acknowledge the leverage that they now have and seek to capitalize on it by obtaining the highest overall compensation possible. In...

How Private Equity Works

When investment options that are most accessible to the investing public seem volatile or uncertain, investors may look to other options that are independent and uncorrelated to the stock and bond markets. Private equity provides an opportunity to gain exposure to...

What Is ESG Investing?

Investment choices made based on environmental, social and governance factors are becoming exponentially popular. The growing interest from retail investors and institutions is becoming too big to ignore. So, what is it, and how will it affect the future investing...

Choosing The Right Investment Strategy With A Roth IRA

Peter Thiel, a PayPal co-founder, invested approximately $2,000 worth of PayPal shares in a Roth IRA during the late 1990’s. Today, those shares are worth an estimated $5 billion, and Thiel won’t owe taxes on any of the gain if he waits until the age of 59 ½ to...

Wall Street Sets Low Bar for Corporate Earnings Season

Analysts expect companies in the S&P 500 to report their first year-over-year decline in quarterly earnings since the height of the Covid-19 pandemic in 2020, according to FactSet. Fourth-quarter profits are projected to have dropped 4.1%, a sharp reversal from...

Living Trust Benefits

A living trust can offer an effective strategy for passing and granting assets. Here’s what you need to know! What is a Revocable Trust? A revocable trust, often called a living trust, is essentially an agreement between a trustor and a trustee. In this agreement,...

5 Common Mistakes To Avoid With Medicare

Medicare can be tricky, but we can help you! Here are some common mistakes to avoid! The Medicare open enrollment period has begun, so we thought it would be a great time to discuss some of the pitfalls we see beneficiaries fall into. Far too often we hear about...

Month-in-Review: December 2022

Quick Takes Risk Assets Stumble Into Year End. Most risk assets declined for the final month of the year on the back of hawkish Fed speak, which locked in an abysmal double-digit decline for almost every asset class on the year to date returns for 2022. Fed...

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