PFG Private Wealth Management, LLC

03/09/2026

If you’re in your 40s or 50s and starting to think seriously about retirement, this is important.

Three things you should review right now:

• Your current retirement savings rate
• Your projected retirement income
• Your tax strategy for withdrawals

The earlier you identify gaps, the more options you have to fix them.
Contact us today to find out if you are ready for retirement!

Send a message to learn more

02/26/2026

What Is Risk Tolerance — and How Do You Assess Yours?

Risk tolerance is your ability and willingness to withstand market volatility in pursuit of long-term returns.

12/07/2025

Love is in the air at PFG Private Wealth! Congratulations to Nick McDevitt and Katherine on their marriage yesterday! The 3rd PFG advisor to get married this year!!! We are so happy for you both!! Congratulations!!

07/01/2025

🧠 Your Brain Might Be Sabotaging Your Retirement Plan
It’s not always inflation or taxes that derail your retirement. Sometimes, it’s your own psychology.

Here are 3 mental traps that could be working against your financial future:
🔸 Loss Aversion – We fear losses more than we enjoy gains. So we avoid smart risk—even when it's necessary for long-term growth.
🔸 Present Bias – We prioritize today over tomorrow. That makes saving feel like a sacrifice instead of a strategy.
🔸 Recency Bias – If something just happened, we think it will keep happening. Like thinking the market will keep dropping—or soaring.
💡 Solution: Automate good habits. Build a plan. And work with someone who can challenge your blind spots (yes, even the ones you don’t see).
You don’t need to be perfect. You just need a plan that outsmarts your brain.

Ready to make better financial decisions? Let us show you what’s possible.

📍 PFG Private Wealth Management, LLC
🔗 www.pfgprivatewealth.com
📞 (813) 286-7776

Send a message to learn more

06/06/2025

Reflecting on the YTD Market Volatility & Recovery

The defining story of 2025 has been changing trade policy. Markets have weathered two months of policy-driven volatility, only to end up roughly where they started. After a nearly 20% decline from late February to early April, the S&P 500 has rebounded and is within 4% of its all-time high.

03/19/2025

Understanding the Current Market Selloff

Several factors are contributing to the current market selloff. First, momentum stocks that led the 2024 rally are now experiencing a sharp reversal. Figure 2 shows 2024’s top performers have become 2025’s underperformers.

01/23/2025

Inauguration Week – 5 Market Themes to Watch

This week’s inauguration activities in Washington mark Donald Trump’s return to the White House. As the second Trump administration starts, the market is looking ahead to what changes may take place in the coming years. In this one-pager, we briefly examine five key themes investors are monitori...

09/17/2024

Investing Based on Politics is a Bad Idea for Your Retirement Portfolio

As the 2024 presidential election approaches, Americans are preparing to vote in what polls forecast to be a tight race. Like many investors, you may wonder how the election outcome could affect financial markets and whether you should change your investment strategy. While elected leaders can influ...

07/17/2024

Market History: Can the S&P 500 Maintain Its 2024 Momentum?

The stock market had a strong start in the first half of 2024. Figure 1 compares the S&P 500’s year-to-date return against its average annual return path since 1931. It shows returns for the first half of the year were above average, with the S&P 500 already surpassing its average full-year return...

03/08/2024

Stocks Trade Higher in February as the Rally Broadens Out

Stocks traded higher in February, with the rally broadening after large cap stocks accounted for most of January’s gains. The S&P 500 traded above 5,000 for the first time, setting a new all-time high, and has now returned +21.5% since the start of November.

02/08/2024

Multiple Stock Market Indices Set New All-Time Highs in January

Stocks traded higher to start the new year, with the S&P 500, NASDAQ 100, and Dow Jones Industrial Average each setting new all-time highs. In continuation of last year’s trend, the companies with the biggest market caps accounted for a substantial portion of the early-year gains.

12/13/2023

S&P 500 Registers its Biggest Monthly Gain Since July 2022

The big story during November was the decline in Treasury yields. The bond market experienced large moves in interest rates, with the 10-year Treasury yield falling to 4.36% from over 5% in October. For context, the -0.54% decline in the 10-year yield ranks among the biggest 1-month drops since Dece...