Blog

Introducing Emerging Market Opportunities to Your Portfolio

People are different, and so are investment strategies. “Diversified portfolio” is commonplace speak nowadays, but what is it? A diversified portfolio can help an investor reduce the volatility of specific asset price...

My Summer at Private Capital Group by Dylan Kim

For the past six-plus weeks, Private Capital Group welcomed summer intern Dylan Kim, entering his third year at Yale University, as part of our family. Dylan earned his internship in the spring and embraced our program with a drive to...

The Potential End of the Student Loan Forbearance Period

In March 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was a $2 trillion stimulus bill passed by U.S. lawmakers and signed into law by President Trump to help alleviate some of the devastating impact created by...

Get To Know Us Wednesday: Ben Kille

At Private Capital Group, we take tremendous pride in our employees and their successes. We believe it is important to showcase our group of hardworking individuals who are dedicated, committed, and driven to providing our clients with...

ESG Investing: Which Type of Value Investor Are You?

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment,...

Get To Know Us Wednesday: Jared Costigan

At Private Capital Group, we take tremendous pride in our employees and their successes. We believe it is important to showcase our group of hardworking individuals who are dedicated, committed and driven to providing our clients with...

WYEW? Recap & New Q.U.I.L.T. Initiative

As we set to welcome sunshine in New England, and usher in a summertime likely far different from the unusual summer all of us experienced in 2020, we’re excited to announce that we at PCG successfully completed our first...

What’s All the Fuss about Inflation?

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment,...

Get To Know Us Wednesday: Marc Austin

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment,...

PCG’s Wealthness Challenge Recap & New May Challenge

April flew by for PCGers abuzz with activity. Our first Wealthness Challenge kicked off April 1, and for the entire month, our team members committed to fitness, nutrition and more healthful ways of life. Many partnered with activity...

Retirement: Financial and Emotional Readiness

Knowing when and how you would like to retire are thought-provoking questions. Determining what retirement means specifically to you involves careful thought, planning, and even some dreaming about what will make you happy. For many,...

Get To Know Us Wednesday: Chris Izmirlian

At Private Capital Group, we take tremendous pride in our employees and their successes. We believe it is important to showcase our group of hardworking individuals who are dedicated, committed and driven to providing our clients with...

PCG’s WEALTHness Challenge

At Private Capital Group, we value the health and happiness of our employees. It’s common knowledge that holistic nutrition and regular physical activity contribute to a balanced, healthful lifestyle. But how do you stay on...

Don’t Panic! We’re Here to Help You Plan for the Long-Term

In most of 2020 and the beginning of 2021, the volatility of the markets has tested the resolve of most investors and institutions. The coronavirus pandemic, social unrest and the change in administrations contributed as dramatic...

Get To Know Us Wednesday: Julie Lisischeff

At Private Capital Group, we take tremendous pride in our employees and their successes. We believe it is important to showcase our group of hardworking individuals who are dedicated, committed and driven to providing our clients with...

A New Year, A New Feel, A Reboot For PCG – Welcome, 2021

Looking back, 2020 marked a year none of us will forget. We concur, here at PCG, but 2020 gave us good reason to rethink and rework our company to better serve you, our valued clients.December 21, 2020, PCG hosted a Town Hall,...

Get To Know Us Wednesday: Samantha Powers

At Private Capital Group, we take tremendous pride in our employees and their successes. We believe it is important to showcase our group of hardworking individuals who are dedicated, committed and driven to providing our clients with...

GameStop?! And the Rise of ESG Investing and Clean Energy Solutions

Keeping you “in the know” and “in the now,” we would like to call attention to speculative and volatile trading in certain stocks. In the last two weeks, stock prices in companies such as GameStop, AMC Theatres,...

Welcoming our 2021 Summer Interns

Private Capital Group is proud to announce that we have selected two ambitious and talented individuals, Iryna Onyshko and Dylan Kim, to actively participate in our 2021 Summer Internship Program. After weeks of assessing and...

Get To Know Us Wednesday: Amy Miller

At Private Capital Group, we take tremendous pride in our employees and their successes. We believe it is important to showcase our group of hardworking individuals who are dedicated, committed and driven to providing our clients with...

Get To Know Us Wednesday: Sidney Mao

At Private Capital Group, we take tremendous pride in our employees and their successes. We believe it is important to showcase our group of hardworking individuals, who are dedicated, committed and driven to providing our clients with...

New Adventures Slated for PCG 2020 Interns

Greetings from your friends here at Private Capital Group. We hope you enjoyed Thanksgiving and the holiday weekend, however you celebrated this year. With the holiday season officially in full swing, we’d like to share some glad...

Behavioral Finance and the Psychology of Investor Behavior

Over the course of a day, we make hundreds of decisions. Will I eat a salad or pizza for lunch? How much should I tip my server? Should I take the trash out now or later? Many of your daily decisions require little thought. Making...

Get To Know Us Wednesday: Mary Rose Cusick

At Private Capital Group, we take tremendous pride in our employees and their successes. We believe it is important to showcase the group of hardworking individuals we have. Our employees are dedicated, committed, and driven to...

Navigating Your Streams of Income in Retirement

Financial security does not just happen. No matter how you define “financial security”, many years of careful financial planning, sacrificing to meet certain financial goals, and dedicated commitment are essential pieces to...

Habitat For Humanity and Private Capital Group Build

“For a community to be whole and healthy, it must be based on people’s love and concern for each other.” – Millard Fuller, lawyer, author, and founder of Habitat for Humanity. It is safe to say that none of us...

Money: What Does It Mean To You?

Money is never simply money. In our portfolios, it can represent a variety of different assets, property, resources, or wealth. In our lives, money can also be a means to achieving important personal values like security, power,...

Habitat For Humanity Build

We hope this letter finds you and your loved ones safe and well. As you may know, every year, Private Capital Group partners with Habitat for Humanity during their annual Hartford Area Habitat Build-A-Thon. We have been taking part in...

Get To Know Us Wednesday: Danielle Chouinard

At Private Capital Group, we take tremendous pride in our employees and their successes. We believe it is important to showcase the group of hard-working individuals we have. Our employees are extremely dedicated, committed, and driven...

My Summer Internship at Private Capital Group

We hope this communication finds you and your family well. At the end of 2019, Private Capital Group embarked on a new initiative to recruit two talented and driven college students to partake in an exceptional professional experience...

Passive vs. Active Investing: The Endless Debate

For many years, the differences in strategies between active and passive investing has turned into a heated debate among investors, wealth managers, and portfolio managers. An active investment strategy entails funds run by investment...

The Major Do’s and Don’ts of Family Business Succession

All of us at Private Capital Group hope you and your families remain safe and healthy during this continued time of uncertainty and volatility. As we embark on the remainder of 2020, we believe that financial planning is a critical...

PPP Loan Extension Act Explained

Under new guidance from the Small Business Administration (SBA), the U.S. Treasury, Congress and President Trump, the Paycheck Protection Program (PPP) Loan Program has recently been extended until August 8th under the PPP Extension...

Get To Know Us Wednesday: Kaitlyn Mott

At Private Capital Group, we take tremendous pride in our employees and their successes. We believe it is important to showcase the group of hard-working individuals we have. PCG is starting a new initiative in which every other week,...

Required Minimum Distribution Relief

At Private Capital Group, our sole purpose is to help create financial peace of mind for you, our valued clients. We know that economic, social, and medical unrest may still lie ahead, but we are confident that Private Capital Group...

Ways to Help Your Kids be Financially Responsible

Today, with many high school and college commencements celebrating virtually, many young adults have graduated with much uncertainty and fear about their next move. Will their first experience with college or university be online in...

Navigating Your Finances

As we have all experienced one of the fastest and sharpest swings to the global financial markets in recent months, one idea might linger in the minds of not only investors, but most people: “How will this impact my retirement...

A Special Message From Private Capital Group

Don't Bet Against America

As April 2020 has come to an end, we’re quite sure no one ever wishes to see a similar month again. The current double “black swan” events (the pandemic and major shocks in oil prices) continue to be driving factors...

Is Your Estate In Order?

We hope you and your families are safe and healthy during this crisis. Although we have seen glimmers of hope on the horizon through the possibility of vaccinations, treatments and a reopening of portions of the economy, it’s...

Business Owners and The CARES Act

I hope this email finds you and your family well during this crisis. As we all continue to battle COVID-19, we want to reassure you that Private Capital Group remains fully committed and dedicated to our clients, their families, and...

Recovery From the Bear Market

I hope this communication finds you and your loved ones healthy. A special thank you to anyhealthcare workers or any person at risk attempting to fight this terrible virus tokeep everyone out of harm’s way. After three attempts...

COVID-19 and Jack Bogle

We would like to take the time to thank you for your continued belief in our dedicated staff, innovative technologies, and Private Capital Group philosophy during this uncertain time. We believe that keeping our clients up to date on...

Private Capital Group Remains Fully Operational

Our thoughts and prayers are with those of you stricken in the US and around the world as we combat this pandemic together. We are grateful for all the dedicated medical care experts on the front lines fighting this virus and the...