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This habit will sabotage your wealth - Pacific Capital October 23, 2025 Dear, Checking your investment balance every day is one of the fastest ways to sabotage your wealth I know It sounds counterintuitive But here’s why When you watch the market daily, you notice every single up and down day And when you see those dips and big (temporary) declines? It triggers fear
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6 ways to legally pay less in taxes - Pacific Capital Shift ordinary income into long-term capital gains through asset sales and smart hold periods #5 TAX CREDITS: R D tax credit, energy-efficiency credits, EV credits, childcare tax credits These are dollar-for-dollar reductions Talk to a proactive tax strategist to see how to qualify #6 DEFERRAL: Think: “Buy, Borrow, Die ”
Articles - Pacific Capital Articles The corporate logos on this website should not be construed as an endorsement or approval of the firm by any publication or media outlet I Audited My Time for One Week Here’s What I Changed Forever Not Scaling? You May Have An Accountability Problem—Here’s The Fix 5 Ways Millionaires Are Quietly Building and Sustaining
Why married couples are wealthier - Pacific Capital 100% of our top 25 clients at Pacific Capital (our wealth management firm) are married Not just on paper… But in life They’re aligned and intentional in every way… Financially and emotionally They treat their marriage as a covenant, not a contract And it shows So before you chase the next wealth tactic, loophole, or growth hack
How to prepare your kids for the “AI takeover” - Pacific Capital P S The question “What problems are you teaching your kids to solve?” becomes even more critical when you consider how education itself is evolving Online education is changing everything about how we learn and develop skills We spoke about this on the Smart Money Parenting podcast Check it out!