Biography
Todd Brundage, the Founder and President of Pacific Capital Works and a contributor on a radio show “Your Money,” jointly presented by The Wharton School of Business and Sirius XM.
He has 20+ years of experience working with global executives and strategies, investments, wealth planning, capital markets and managing relationships all to maximize wealth. Prior to founding Pacific Capital Works Todd was Vice President of Institutional Sales at D.A. Davidson and Director of Capital Markets at the Robin’s Group, both institutional capital market groups focused on supporting institutional investment managers and C-suite executives in public companies. During Todd’s tenure he excelled at resolving problems within the market that can exist for small cap companies, executives who are heavily incentivized with equity within these companies and investment managers looking for specific investment opportunities. Todd’s knowledge of company fundamentals, trading, strategy and institutional relationships led to resolutions for these groups and renewed interest in the stocks improving valuations and liquidity. In 2007, Todd was recognized as one of the top 5 performing contributors within the United States for directing a $50m fund within Marshall Wace TOPS program, one of the larger hedge funds in Europe, who determined success by annual portfolio return. Todd began his post collegiate career as a US Army officer and was recognized for his distinguished service in the Gulf War.
Todd earned a MBA from the Leeds School of Business at the University of Colorado, Boulder and a Bachelor of Science from the University of Oregon. Todd is also a Certified Financial Planner™ (CFP®), a Global Financial Planner (GFP - USA), a Chartered Financial Consultant® (ChFC®), a member of NAPFA and the Global Financial Planning Institute. Todd lives in Portland, Oregon with his wife, daughter and son.
Globally, value stocks and small caps outperformed their growth and large cap counterparts during the third quarter.
The beginning of 2024 started out a lot like the end of 2023, with markets rising amid talk of a potential decrease in US inflation and interest rate cuts from the Federal Reserve that could follow.
In Q4 economic indicators signaled that inflation was slowing quickly and the Fed would not only stop increasing interest rates but would likely be cutting the rates in 2024.
Equity markets around the globe posted positive returns in 2019. Looking at broad market indices, the US outperformed (31.02%) non-US developed (22.49%) and emerging markets (18.42%) for the year.
2020’s outcomes reminded us that a consistent investment approach is a reliable path regardless of the market events we encounter. Investors who made moves by reacting to the moment may have missed opportunities.
Investors can always expect uncertainty. While volatile periods like the one we’re experiencing now can be intense, investors who learn to embrace uncertainty may often triumph in the long run. Reacting to down markets is a good way to derail progress made toward reaching your financial goals.
Markets continued to decline in Q3 following one of the worst performing quarters since the Great Recession in Q2.
The market got a bit of a bounce in Q1 after a dismal year in 2022, as far as returns are concerned, even though drama continued throughout the quarter with: bank closures, continued inflation, Fed rate hikes and war in Europe.
Success can come with a major downside: It can make you a potential magnet for lawsuits—including frivolous and unfounded ones—and other attacks that can wreak havoc on your financial health and stability.
Stocks and bonds experienced some reprieve in the 4th quarter with gains following the worst year for stocks since the great recession and the worst year for bonds on record.
Each of us has just 168 hours per week to accomplish our tasks and goals—at work, at home and out in the world. If you feel like you spend too much of that time on things that don’t add value to your life, you’re not alone. The good news: It’s easier than ever to generate stronger results, both personally and professionally, while actually making less effort. The key: Work smarter, not harder, by taking steps that can make you significantly more efficient and effective—freeing up precious hours each day that you can reclaim to live a better life.
Towards the end of Q3 the market pulled back from its “all time” highs as supply constraints impacted corporate earnings and inflation remained a concern even in the face of a potential waning pandemic.
Regardless of how Covid-19 has affected your personal health, chances are that it has made a difference in the health care you receive and are able to access.
Supply shortages and inflation continued in Q4 while the Fed seemed to withdrawal from their earlier transitory language of inflation and retain a more persistent stance.
Do you want to have a major impact on a charity or cause that means a great deal to you? Do you want to do well financially by doing good for others in need?
It can be all too easy to focus on just one aspect of your financial life—and in doing so, miss opportunities as well as incur unnecessary risk.
These days, too many successful, wealthy individuals and families are simply not getting the advice that’s most appropriate to help them achieve their key financial goals.
Stocks continued to rise in the 2nd Quarter as the Bull Market appeared to indicate higher returns and growth in its apparent return of the post pandemic economy.
Nearly every company we can think of has a brand that communicates its culture and mission. But chances are, most of us have never considered what our family’s culture is all about—what we and our closest loved ones stand for as a unit.
The surge in stocks continued globally in Q1. All equity asset classes were positive for the quarter and US stocks and Emerging Markets were up 63% and 58% respectively for the year.
Chances are, you know that you likely need to tap the expertise of multiple professionals to pursue optimal financial results in your life.
Bitcoin and related cryptocurrencies (now numbering in the thousands) are the subject of much debate and fascination.
The 4th quarter market returns presented investors with a positive outlook and rewarded discipline investors as markets looked past the economy’s short-term hurdles all while ending one of the craziest years in remembrance.
The “work first, life second” mantra guides far too many of us these days—from driven entrepreneurs to ladder-climbing professionals to overcommitted parents.
The spread of the the Pandemic Corona-Virus halted economies world wide, drove stocks down and in many cases bonds up.
When making decisions about your money, it can be smart to know the steps that extremely affluent individuals and families take to grow and protect their significant wealth.
Stocks worldwide increased sharply in the 2nd Quarter, following the 1st quarter sell off from the Caronavirus Pandemic, as markets looked past the initial shock of the pandemic and began to see recovery in the future.
We find that, by and large, people seeking financial advice know to look for a financial advisor who has high levels of integrity and who wants to do what is in their clients’ best interest at all times.
Todd Brundage, the President of Pacific Capital Works, joins Professor Kent Smetters of the Wharton School of Business as a contributor on the program “Your Money.”
The self-made Super Rich—people with a net worth of at least $500 million that they built through their own hard work—often possess a treasure trove of knowledge, insights and actionable strategies that the rest of us can adopt in our own lives to enhance our success.
Equity markets around the globe posted positive returns in the fourth quarter. Looking at broad market indices, US equities outperformed (9.10%) non-US developed markets (7.86%) but underperformed emerging markets (11.84%).
Significant wealth can reduce many of life’s trouble—but it can’t eliminate them entirely. Even the richest among us have fears.
Lower interest rates stole the headlines this quarter as rates reversed from there prior rise and clouds of economic slowing formed and the Fed stepped into lower rates leading to bonds and real estate investments to rally.
All arrows point up this quarter where stocks, bonds and REITs performed positively for the quarter.
In Q2 stocks completely reversed their late 2018 sell off with almost double digit returns in every sector. US stocks outperformed Non-US Developed and Emerging Markets.
A growing number of individuals and families want to use some of their wealth to support the causes and organizations they care about most.
Life insurance can be an extremely important, even essential, part of your financial plan. One of its most attractive aspects for many individuals and families is the death benefit of the policy—the money that the insurance company pays out in the event of the insured’s death.
As 2019 approaches, and with US stocks outperforming non-US stocks in recent years, some investors have again turned their attention towards the role that global diversification plays in their portfolios.
Elite wealth planning often plays a key role in the lives of today’s highly successful individuals and families—as well as those who are on the path toward great financial success.
Impact investing—using wealth to create positive change in the world while also benefitting financially—has become increasingly popular, as the idea of “doing well by doing good” has gained traction among investors.
If you’ve amassed sizable wealth, or are on the right path and getting there, it may be time to consider how to pass on some of that money to children and grandchildren—without creating big problems that could harm their futures and destroy family harmony.
Many successful families use trusts to minimize taxes, transfer wealth and protect assets from creditors and others. You may have already set up a trust, or you may hold an inheritance you received in a trust that was created decades ago.
When business owners start a new venture or seek out funding, they always create a detailed business plan first. But chances are, most parents have never once thought about creating a similar type of plan for their most important asset: their families.
What would happen if you or your child caused a car accident that resulted in serious injuries or the deaths of others?
Every year in July the Oregon Production Investment Fund (OPIF), a state agency, auctions tax credits. According to accountants you can take this credit as a charitable deduction on your federal income taxes and additionally take the tax credit on your state taxes too.
There’s a great quote by Jean-Paul Sartre: “We are our choices.” When it comes to our happiness and our overall success in life, that’s truer than you might have realized.
Investing is a long-term endeavor. Indeed, people will spend decades pursuing their financial goals. But being an investor can be complicated, challenging, frustrating, and sometimes frightening.
Being named the executor of a family member’s (or other loved one’s) estate is, in many ways, an honor. The decision shows that the person saw you as a highly trustworthy, capable person of integrity.
In Q1 the stock rally that lasted several quarters appears to have resided. Emerging markets outperformed both domestic and developed markets.
One key way to build serious wealth—whether in a business or your everyday life—is to effectively and consistently negotiate deals that are good for you and your bottom line.
A trend found among the ultra rich that might be helpful to you is that they are using family banks to promote values of entrepreneurship and accountability within their families.
Dave Goetsch, Executive Producer of The Big Bang Theory, reflects on his investment experience in the recent market downturn and contrasts his new perspective with memories of the 2008-2009 financial crisis.
The Super Rich (those with a net worth of $500 million or more) who have family offices typically engage a sizable lineup of professional advisors to help them create and implement financial plans.
Every year in July the Oregon Production Investment Fund (OPIF) auctions tax credits. According to the accountants I work with you can take this credit as a charitable deduction on your federal income taxes and additionally take the tax credit as a tax credit on your state taxes.
Portland, Oregon’s footwear and apparel industry is in an economic boom. Over the last decade it has seen several prominent brands locate to the Metro Area. Many of these brands are seeing double digit growth and are increasing their footprints in Portland. Much of the boom appears to be driven by the deep creative sports attire talent pool within the City.
Todd Brundage, the President of Pacific Capital Works, joins Professor Kent Smetters of the Wharton School of Business as a contributor on the program “Your Money.”
Todd Brundage, the President of Pacific Capital Works, joins Professor Kent Smetters of the Wharton School of Business as a contributor on the program “Your Money.”
Pacific Capital Works recognized as Portland's leading Investment Advisor for Executives and Entrepreneurs by AdvisoryHQ an independent Financial Review and Ranking News Media source.
Todd Brundage, the President of Pacific Capital Works, joins Professor Kent Smetters of the Wharton School of Business as a contributor on the program “Your Money.”
If you watched the HBO series “Silicon Valley” last season you might recall a show, where Jared the PiedPiper CEO, asked another founder of a VC backed start-up if he had even considered taking less money in his latest round of venture capital (VC) funding instead of getting the highest valuation.
Todd Brundage, the President of Pacific Capital Works, joins Professor Kent Smetters of the Wharton School of Business and Jason Zweig, a journalist for the Wall Street Journal and best known for his weekly column “Intelligent Investor,” as a contributor on the program “Your Money.”
The Fed completed its annual “stress test” of bank’s financial health. So what does that mean to us and our clients? And, what is so contradictory about these results?
Oregonian Financial Columnist Brent Hunsberger sites Pacific Capital Work's 401(k) Reviews, on our website, and particularly calls out the risks of 401(k) plans that match contributions, such as Nike's Retirement Savings Plan.