News and Happenings


Providing newsworthy and noteworthy items for your use throughout the year about the Economy, Markets, Products & Services, Operational items, Announcements and more....

We're Moving to Santa Clara
We're Moving to Santa ClaraPacific Wealth Advisors is expanding to Santa Clara. Mark your calendars and change your address books because we are moving to beautiful new office space in Santa Clara, California. After eight years in Palo Alto, we have located some wonderful space in Santa Clara. Directly across the street from Santa Clara University, the new space is three times the size of our current offices. Previously occupied by a law firm, the new office has been outfitted with the latest technology.

Spring Renewal for the Economy
SpringtimeThe seeds of growth in the economy have taken root underneath all the snow and ice. Several recent data points underlie our optimism. The latest edition of the Federal Reserve’s Beige Book, which is essentially a “window on main street,” provided a positive assessment of the U.S. economy and still characterized growth as “modest to moderate,” despite significant weather impacts.

View Your Account Online
LPL's MyAccountViewOnline.comAccess your LPL account information online at www.myaccountviewonline.com.
  • View your account balance
  • View the transactions that have occurred in your account
  • Download your statements in .pdf
  • Turn off your paper statements
  • Download account information into Quicken
  • And much more

Do all this and more within the one website. It's mobile friendly and can be viewed on tablets and phones in addition to desktop PCs.

Go Green! Become a friend of the environment by keeping paper down to a minimum. You can now turn off your paper Statements and Trade Confirms online.

2014 Outlook - Economy & Markets

2014 Farmer's AlmanacIn 2014, portfolios are likely to enjoy more independence from policymakers than in 2013, when the markets and media seemed to obsess over policymakers’ actions both here and abroad. This could be seen throughout 2013, during the government shutdown and debt ceiling debacle, the Federal Reserve’s (Fed) mixed messages on tapering its aggressive bond-buying program, the bank bailout and elections in Europe, and the unprecedented government stimulus referred to as 'Abenomics' in Japan, among many other examples.

In the year ahead, there are many reasons investors can return to the basics of growing and preserving their portfolios and spend less time gauging the actions of policymakers, including:

  • After two 'clean' lifts to the debt ceiling since 2011, which ensured any risk of default on Treasury obligations was avoided, we are unlikely to see concessions in exchange for a third increase in 2014 -- making a high stakes fiscal battle unlikely.
  • The Fed is likely to begin to taper its bond-purchase program, known as quantitative easing (QE), early in 2014, signaling a commitment to reducing its presence in the markets and transitioning to a post-QE environment.
  • Europe is emerging from recession, which means less need for direct life support from the European Central Bank (ECB) or painfully austere fiscal policy as deficit targets are eased.

The economy and markets becoming more independent of policymakers while growth accelerates is likely to bolster investor confidence in the reliability and sustainability of the investing environment.

Jeff Yoakum Joins Pacific Wealth Advisors in Palo Alto, CA
Jeff Yoakum Announcement

Pacific Wealth Advisors announced today that Jeff Yoakum joined the Palo Alto, California investment management and planning firm as of November 1st, 2013 as Managing Director. Jeff has more than 20 years of experience helping individuals and families plan for the future, manage their investments and provide financial advice and guidance.

"It's great to have Jeff on board. His vast experience will be a tremendous asset to the firm," stated Tom Berry, Managing Partner.

Making Deposits to Your Account

checkwritingThe most efficient way to make a deposit into your LPL account is to send a check directly to LPL Financial.  This also holds true for Stock Certificates. Call us if you are unsure of the amount you can deposit in particular accounts (IRA, Roth, SEP IRA, etc.)

If you have an account directly held at a Mutual Fund company.  The best way to make a deposit is to send it directly to the Mutual Fund company.  Call us if you don't have the information for a particular company.



Make the check payable to:   LPL Financial
Put your account number In the Memo field:   for Account XXXX-XXXX

Mail the check to:  
LPL Financial
Attention:  Dept. M
P.O. Box 500950
San Diego, California  92150-0950



The opinions voiced in this material are for general information only and are not intended to provide or be construed as providing specific investment advice or recommendations for any individual security. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. All indexes mentioned are unmanaged and cannot be invested into directly.

The economic forecasts set forth in the presentation may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.  The purchase of certain securities may be required to effect some of the strategies. 

Stock investing involves risk including loss of principal.

Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values and yields will decline as interest rates rise and bonds are subject to availability and change in price.

High yield are subject to higher interest rate, credit, and liquidity risks than those graded BBB and above. They generally should be part of a diversified portfolio for sophisticated investors.

Bank loans investing involve risk including credit, interest rate, market, default and liquidity risk

Pacific Wealth Advisors and LPL Financial are not responsible for third party content, or links to third party content.  

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Pacific Wealth Advisors, LLC
2391 The Alameda, Suite 200
Santa Clara, CA  95050
Phone (650) 353-4702 |  Fax (650) 433-5404

Securities and Advisory Services offered through LPL Financial.  Member FINRA/ SIPC 

Information provided on this website is solely intended for the use of individuals residing in the states listed. No information provided on this website is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, insurance product, advisory product or service, or other financial product or service. Pacific Wealth Advisors, LLC, its Investment Advisor Representatives, or the Registered Representatives or Investment Advisor Representatives with LPL Financial whose identities and association with Pacific Wealth Advisors, LLC are disclosed herein may only discuss securities and advisory services or transact business with persons who are residents of the states listed below or states where the Investment Advisor Representative is excluded or exempt from registration. Current states of registration are: AZ, CA, CO, FL, HI, IL, NM, NV, OH, OR, SD, TX, WA, WI.  Consulting services offered through Pacific Wealth Advisors, LLC, a Registered Investment Advisor and a separate entity from LPL Financial.  Investment Advisory services offered through LPL Financial.

Our Team members of Pacific Wealth Advisors may be Registered Representatives and/or Investment Advisor Representatives (IARs) with LPL Financial.  In such capacity as IAR, the IAR may offer advisory accounts through LPL Financial, the details of which are fully described in LPL's Form ADV or relevant schedules.  Financial Planning clients are under no obligation to use PWA or its IARs, or the IARs of LPL Financial, to implement advisory recommendations.  

If your state of residence in not listed herein, Pacific Wealth Advisors, LLC, its IARs, or the IARs with LPL Financial associated with Pacific Wealth Advisors, LLC may be excluded or exempt from registration in your state and may conduct business upon registering. To check on excluded or exempt status, please email contact@pacwealthadvisors.com for specific information. As additional assistance, you can locate an LPL financial representative in your state by accessing www.lpl.com.