Under Pressure: A Market Review

In the second quarter volatility waned and performance decoupled as divergent backdrops created variances in returns for assets classes and markets across the globe. The winning trades for the second quarter were in the U.S. energy sector, U.S. small companies, and a select group of technology and consumer discretionary stocks. Energy thrived on a rising…

Alternative IRA Investments And The IRS

Executive Summary To fulfill their intended purpose in supporting saving for retirement, Congress grants the Individual Retirement Account (IRA) certain tax preferences, from tax-deductible contributions (as in the case of traditional IRAs) to tax-free growth (for a Roth IRA). But to curtail potential tax abuse, the Internal Revenue Code also limits the range of permissible…

Alice in Financeland

My client, Alice, came in for her semi-annual review meeting recently and said (as many clients do), “I don’t like paying taxes.” Good news: You only pay taxes when you’ve made money. But that does not mean you should not try to minimize your taxes as much as possible. In Alice’s case, she was transitioning…

2017: A Year in Review

2017 was another busy and successful year for Pinnacle Advisory Group, as the company continues to excel in providing comprehensive wealth management services to clients looking for high quality financial planning and risk-managed investing. Please join us in taking a quick look back at all the exciting new developments that took place here at Pinnacle…

Inside the Investment Committee 2018

Inside the Investment Committee 2018

On Saturday, March 17, 2018, Pinnacle Advisory Group’s investment team offered their thoughts on the market, outlined upcoming investment trends and wealth preservation strategies, and explained our approach to risk management. Here’s what they covered: 0:00 – Ken Solow: Volatility and Risk 20:56 – Rick Vollaro: A Time of Gradual Transition 39:08 – Sauro Locatelli:…