News from Pacific Wealth Management

by Jim Kuntz on November 25, 2014

DEL MAR, CA, November 25, 2014 – Pacific Wealth Management®, a Del Mar, CA-based independent wealth management firm providing investment management services to preserve and grow wealth, is pleased to announce another successful and sold-out National Multiple Sclerosis Society Dinner Gala Auction on November 22nd. This 28th Annual MS Dinner Auction raised more than $500,000 toward creating a world free of MS.
This was Pacific Wealth Management’s fourth year as title sponsor for this wonderful event. “We admire the Pacific South Coast Chapter of the National MS Society and the work they do to improve the quality of life for people affected by MS in San Diego, Orange and Imperial Counties and Hawaii, along with fund raising for critical MS research,” said Mark Hill, CFP®, CDFA, co-founder of Pacific Wealth Management. “The partnership is our demonstration and commitment of support to the San Diego community, and our colleague Justin Reckers.”

James Kuntz, CIMA and partner Hill, founded Pacific Wealth Management in 1998 to help high-net- worth individuals, families, corporations and foundations preserve and grow wealth. The firm utilizes proactive asset management ™, an effective proprietary asset management discipline to manage risk while achieving optimum results. This model has benefitted clients even during the most tumultuous market situations.

Financial Planning and Investment advisory services offered through Pacific Wealth Management, LLC, Registered Investment Advisor. Securities offered through Girard Securities, Inc., Member FINRA, SIPC.  Pacific Wealth Management, LLC and Girard Securities, Inc. are not affiliated.

Press Release http://pitch.pe/1zqr4rZ

Pacific Wealth Management Market Comment

by Jim Kuntz on August 26, 2014

As our summer of 2014 winds down, we hope you have enjoyed some rest and relaxation with your family and friends, or are planning to do so before the daylight hours begin to shorten.

As anticipated, this year’s financial markets continue to be choppy. The increased volatility has been driven by a heightened level of nervousness as the U.S. Federal Reserve Bank continues to “remove the punch bowl from the party”, while winding down their monthly government bond purchases. If the central bank maintains the pace of bond buying reductions, the “Feds” will finish this latest round of Quantitative Easing, otherwise known as bond market manipulation, in October. Meanwhile, Wall Street and geo-political observers are closely watching the increasingly unsettled international hot-spots in Ukraine, Israel/Gaza, along with the civil wars in Syria and, again, Iraq. The significant threat from the radical Islamic Jihadists, ISIS, has ironically aligned the U.S. with Iran in supporting the Kurds of northern Iraq. In recent weeks, stock markets around the world gave back some of their earlier appreciation while government bond values moved higher, as more investment capital seek “safe havens”. Precious metal investments have been holding this year’s gains nicely. Despite these troublesome issues, U.S. stocks have recently bounced again and are now pushing all-time highs.

After last winter’s deep freeze and resultant negative growth in the first quarter, our U.S. economy rebounded sharply, growing nicely, in the second quarter. All eyes will be focused on the second half of the year to determine whether our domestic growth continues at a sustainable pace and supports the consensus seeing the U.S. economy gradually normalizing. The outsized recent stock market gains remain vulnerable if the economy stumbles. The instability in Ukraine and worries about Putin’s Russia may be contributing to a recent slowdown in the European recovery.

We remain firm in our conviction that prudent risk management is essential in these extraordinary times. Despite the roller coaster ride the markets have experienced, our financial portfolios are benefiting from our wealth preservation focused posture. The well diversified investments are strategically invested to successfully navigate today’s choppy seas.

Our sister company, Pacific Divorce Management, continues to raise our national profile as one of the leading experts in high-net-worth divorce consulting services. Our disciplined and professional process help parting couples manage the financial stress of divorce effectively and start fresh, while providing clarity for their future.

Pacific Wealth Management Market Comment

April 23, 2014

In 2013, we saw a wide range of investment returns across the financial markets. While U.S. stocks soared, international stock markets were mixed. Many bond investments last year were down modestly, though our Pacific Wealth Management portfolios enjoyed positive returns from some of our multi-sector bond funds. However, negative performance in commodity and precious metals […]

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James Kuntz is Once Again Named One of San Diego’s Top Wealth Advisors

March 27, 2014

Pacific Wealth Management’s James Kuntz is once again named one of San Diego’s Top Wealth Advisors. Online PR News – 27-March-2014 –James Kuntz, CIMA®, Managing Director of Pacific Wealth Management®, an independent boutique wealth management firm that provides investment management services to preserve and grow wealth, once again, has been named a Five Star Wealth […]

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Pacific Wealth Management Market Comment

January 7, 2014

With the holidays behind us, 2013 will likely go into the books as one of the most extraordinary years in the history of the capital markets.  Despite a tepidly growing U.S. economy and corporate profits increasing by only 3%, the stock market finished up around 30% last year.  Stock market appreciation of this magnitude usually […]

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PACIFIC WEALTH MANAGEMENT ANNOUNCES SUCCESSFUL MS DINNER AUCTION

December 5, 2013

DEL MAR, CA, December 5, 2013 – Pacific Wealth Management®, an independent boutique wealth management firm providing investment management services to preserve and grow wealth, is pleased to announce another successful and well attended National Multiple Sclerosis Society Dinner Gala Auction that was held on November 23.  This 27th Annual MS Dinner Auction raised more […]

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PACIFIC WEALTH MANAGEMENT ANNOUNCES NEW WEALTH ADVISOR

December 4, 2013

DEL MAR, CA, December 4, 2013 – Pacific Wealth Management®, an independent boutique wealth management firm that provides investment management services to preserve and grow wealth, today announced that Justin C. Kuntz has joined the firm as Wealth Advisor.  With the firm continuing to grow, Mr. Kuntz will be expanding Pacific Wealth Management’s retirement planning […]

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More to Life – Rethinking Retirement

October 9, 2013

It was great to see such a good turnout for Pacific Wealth Management’s latest More to Life Event on Saturday.  Acclaimed Del Mar psychologist, Dr. Richard Levak, presented a thought-provoking discussion on “Rethinking Retirement”.  As more of the baby boom generation enters retirement or contemplates a retirement date in the years ahead, Dr. Levak offered […]

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Pacific Wealth Management Market Comment

May 15, 2013

The financial markets have been showing signs of increasing volatility over the last month.  This is hardly surprising, given the near vertical five-month rally in stocks since mid-November. The run-up in stock prices is directly attributable to the continuing and unprecedented levels of government bond purchases by the central banks of the developed countries around […]

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Market Comment from Pacific Wealth Management

March 22, 2013

As 2012 fades into the memory banks, the financial markets of 2013 are beginning the year in a very similar fashion to last year.  Despite estimates for the U.S. economy to grow at a tepid 2% pace, along with a deepening European recession, stock markets around the world are off to a very optimistic start […]

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