Pinnacle’s Deb Kriebel Named A “Woman To Watch”

Deb Kriebel honored by Investment News

Investment News has just named Pinnacle Wealth Manager and Partner Deb Kriebel to its 2016 Women to Watch list. The list is comprised of…

…female financial advisers and industry executives who are distinguished leaders at their firms. These women have advanced the business of providing advice through their leadership, passion, creativity and willingness to help other women along the way.

We’re very proud of Deb and pleased that others recognize her hard work on behalf of her clients and for women throughout the financial industry.

You can read more about the recognition here.

The Financial Pros and Cons of Renouncing Your Citizenship

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The main reason people renounce their U.S. citizenship is to take advantage of lower tax burdens abroad, but the growing unease with U.S. politics might also be contributing to a record number of Americans who are renouncing their citizenship and surrendering their passports. While we don’t recommend this to our clients, we have received questions about the financial pros and cons of leaving behind one’s U.S. citizenship. In the interest of keeping you fully informed, we sat down with Raoul Rodriguez, a Pinnacle Wealth Manager and resident expert on expatriate issues, to discuss the question.

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A Low Conviction World: Q3 2016 Market Review

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The third quarter was a fairly placid one for investors, though there was major diversity in return profiles depending on what asset class, sector, or country one was invested in. In the U.S., the leading sector was clearly technology stocks, while elsewhere, Japan, Emerging Markets, and European stocks also had positive returns for the quarter. Within fixed income, the broad bond market indices slowed down and posted flat returns, though credit related sectors performed well along with other risk assets. Commodities brought up the rear in the third quarter, as they cooled off from their torrid run in the first half of the year. Summing it up, returns by asset class were mixed, but most investors in globally diversified portfolios enjoyed modest gains during the period.

With the third quarter in the books, the focus now turns to assessing prospects for the fourth quarter and beyond.

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REITs Get Their Own Space

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On September 19, 2016, S&P Dow Jones and MSCI, Inc. added a sector for Real Estate. Up to this point, REITs have traditionally been considered a sub-industry and part of the Financial sector, but as of the market close on August 31, 2016 (and effective September 19, 2016), they were split from the Financial sector and moved to their own sector (with the exception of Mortgage REITs). This should not be a surprise for investors, as the change had been announced by index providers, S&P Dow Jones Indices and MSCI, back in March 2015.

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Investing in A Post-Brexit World

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After a tumultuous first quarter, the second quarter brought some relief as most assets were able to rebound to varying degrees. From a big picture perspective, U.S. stocks have been oscillating in a wide range that dates back to the fourth quarter of 2014. In other words, for the last year and a half, stocks have made almost no upside progress, while being subjected to several brief but vicious selloffs. This type of choppy, sideways action is frustrating for both bulls and bears as long as stocks remain within the current range. Global stocks are in a much more precarious state, with only modest recoveries that left many markets still well below their highs of a year ago (or longer).

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What Brexit Means for You

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This morning we awoke to the historic news that Britain has voted to leave the European Union. Given that markets had positioned for a vote to stay in the union, this decision has produced shockwaves through global markets. Given this news, we have outlined our thoughts regarding this historic day and what it may mean for the market and our portfolios.

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