Broker Check

PCG’s WEALTHness Challenge

| March 26, 2021
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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 track?  Set manageable goals, such as commit to 30 minutes of moderate exercise per day, such as walking, taking a dance class, or maybe a yoga class on YouTube. Remember to properly hydrate, strengthen your immune system by learning more about the benefits of whole foods, vitamins and minerals that can improve your overall health, and embrace positivity. A healthy mental state can allow for clear decision-making and mitigate stress. So get up, get moving, enjoy life and smile!

With spring at our doorstep and health on our brains, PCG will welcome April with a happiness and wellness initiative. Our inaugural “Wealthness Challenge,” financial pun intended, will consist of spirited individual and team competitions. We’ve established a points system. To earn a point for the day, a PCG team member must complete 30 minutes of activity AND post proof of said activity (as you can see, we are not taking this lightly) using our internal communications platform. Activity may include anything that is a deliberate act of moving your body, such as, but not limited to, running, walking, biking, cycling, weight training, yoga, swimming, yard work, the possibilities are endless. PCG go-getters who successfully complete 20 consecutive days of activity will receive a custom PCG water tumbler. Overachieving team players who complete 25 days of activity will receive a PCG tumbler and have their inspirational new-found habit rewarded with a day off!



We’re all about superior client service, but to serve you better, we have to know each other and how best to work with and communicate with one another. In our newish mostly-remote workplace since the coronavirus pandemic swept our country over a year ago, PCG leadership creatively mapped out a plan to keep our family tight-knit, despite our differences in physical locations. Our cast of clever and astute staffers were randomly divided into three teams – red, blue and orange. Throughout the course of the year, all of us at PCG gather and the teams are pitted against one another – all with laughs and the intent to win superseding the name of the game, of course. Last month, a fierce take on Jeopardy ensued with the blue team earning the hard-fought victory. Not to be outdone, the red and orange teams are sure to be consorting as we set to embark on our Wealthness Challenge. At the end of the April, the total number of points each team receives will be totaled. Each member of the winning team will receive two weeks of Hello Fresh meal delivery service that surely will assist in the continuance of choosing to eat well and adopting a healthy lifestyle.

To build momentum and rally support, we are encouraging all PCG staff members to invite their significant others, spouses, family and friends to pledge to be active for the month of April. The buddy system provides built-in motivation and accountability – it never fails! It takes 21 days to create a habit – we’re hopeful our Wealthness Challenge is a jumpstart to a lifelong commitment.

Want to learn more about our Wealthness Challenge?  Feel free to contact us and we’ll provide you with more details to help you boost your drive toward happiness and health.

Enjoy your weekend and remember – #healthiswealth!


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, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Private Capital Group, LLC (“PCG”), or any non-investment related content, made reference to directly or indirectly in this communication will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Information contained in this communication is based on data gathered from what we believe are reliable sources. It is not guaranteed by PCG as to accuracy, does not purport to be complete, and is not intended to be used as a primary basis for investment decisions. Further, you should not assume that any discussion or information contained in this communication serves as the receipt of, or as a substitute for, personalized investment advice from PCG. To the extent discussed herein, investment indices are unmanaged and cannot be purchased directly. Historical performance results for investment indexes and/or categories are included for informational purposes only and generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the US stock market. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing.  PCG is neither a law firm nor a certified public accounting firm and no portion of the communication should be construed as legal or accounting advice.  A copy of the PCG’s current written disclosure Brochure discussing our advisory services and fees is available upon request.
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