We publish a quarterly newsletter and on a monthly basis, we also publish a piece called the “Mid-Month Market Cycle Monitor”. These can both be
found in this section of our website. The quarterly newsletter covers a broad variety of topics on the economy, financial planning, investing, and tax planning. The “Mid-Month Market Cycle Monitor” is a much more focused piece that describes PacWest’s current perspective on the economy and how this outlook affects how we are positioning our clients’ portfolios. These written publications are one of the many methods we use to communicate with our clients.
In addition to these publications, regular one-on-one portfolio reviews and being responsive to client questions, we also conduct live events on estate planning, tax planning and investing that we believe our clients find valuable. Every year we conduct a client appreciation event to entertain and educate our clients. A partial list of the events that we have conducted over the years can be found in this section of the website.
