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Pacific Capital Associates

Financial Advisors in San Diego, CA

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Investment Insights

July 29, 2016 By mike@indigomarketingagency.com

Presidential Elections and the Stock Market

July 29, 2016 Excerpted from a letter sent to clients on July 12, 2016. Our view on "headline" news events is that while they can certainly have an impact on markets, that impact is impossible to reliably predict, and is often short-lived in any case. Presidential elections seem to fit …

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July 14, 2016 By mike@indigomarketingagency.com

Brexit’s Aftermath

July 14, 2016 Excerpted from a letter sent to clients on July 12, 2016. The post-"Brexit" panic seems to have fizzled out almost as quickly as it came on: global stock markets are now higher than the day before the UK voted to leave the European Union.1 In our last letter, sent …

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May 22, 2016 By mike@indigomarketingagency.com

The “Rising Tide” and Our Investments

May 22, 2015 This is a follow-up to our prior article, The Rising Tide of Economic Progress, and Why it's Rarely “Different This Time.”  Here's a quick recap: "Stocks" are not just numbers on a screen — they represent partial ownership of businesses, including a share of all future …

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January 6, 2016 By mike@indigomarketingagency.com

Why own emerging markets

January 6, 2016 Excerpted from a letter sent to clients on January 6, 2016 "Every great investment started out as a perfectly good investment that went against you." — GMO's Ben Inker, on value investing Our emerging markets investments were the main cause of our portfolio pain this …

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February 12, 2015 By mike@indigomarketingagency.com

The Rising Tide of Economic Progress, and Why it’s Rarely “Different This Time”

February 12, 2015 It seems like many people think of stocks simply in terms of their prices, as if stocks are just numbers on a screen that go up or down. Perhaps that's a useful simplification for day traders, but for long-term investors the reality is different: a stock represents …

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August 28, 2014 By mike@indigomarketingagency.com

This Chart Pretty Much Sums It Up

August 28, 2014 We recently came across a great chart showing valuations for the stock markets of the US (blue line), developed international countries (orange line), and emerging market countries (green line):   To clarify, the chart isn't tracking performance, but …

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November 18, 2013 By mike@indigomarketingagency.com

Values vs. Headlines, and the State of Global Stock Valuations

November 18, 2013 The article below is excerpted from a letter sent to clients on October 14, 2013. (Yes, we are just now getting around to posting it on the website). For some context, the letter was sent in the midst of widespread concern about the government shutdown and the debt ceiling …

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(858) 560-5244



info@pcasd.com



4747 Viewridge Ave
Suite 107
San Diego, CA 92123




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Pacific Capital Associates, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Pacific Capital Associates, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. No advice may be rendered by Pacific Capital Associates, Inc. unless a client service agreement is in place.

The commentary on this website reflects the personal opinions, viewpoints, and analyses of the Pacific Capital Associates, Inc. employees providing such comments, and should not be regarded as a description of advisory services provided by Pacific Capital Associates, Inc. or performance returns of any Pacific Capital Associates, Inc. investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data, or any recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Pacific Capital Associates, Inc. manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.

Pacific Capital Associates, Inc. provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Pacific Capital Associates, Inc. is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

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