Category Archive for: ‘Articles’
How to Choose a Financial Advisor
Ken Solow+ | June 11, 2013
We recently received a question at our website from a troubled consumer of financial advice who wondered how he might compare Pinnacle’s wealth management process to that used by his current advisor. That’s an excellent question. After all, there is no Consumer Reports for financial advisors where firms are evaluated by objective and independent experts. The best we can do [...]
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The Market Sends a Warning
Sauro Locatelli+ | June 7, 2013
Over the past few weeks our proprietary quantitative model has experienced a significant decline, falling from an almost unequivocally bullish reading of 7.45/10 to a lower neutral reading of 4.33/10. The deterioration in the overall score was caused by a broad-based decline in several important variables including, among others, the relative momentum in early cyclical, late cyclical, and defensive sectors, [...]
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The Market Correction is Upon Us
Rick Vollaro+ | June 5, 2013
The overdue market correction analysts and pundits have been waiting for may have arrived with the breakdown of the S&P. It has been a two stage process, with Japan breaking first and the U.S. and the rest of the world following suit. One of the interesting aspects of this correction is that bond yields are moving higher as stock prices [...]
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How to Start a Farm: Advice from a Financial Planner
Deb Kriebel+ | May 24, 2013
You probably remember the 1960s sitcom Green Acres, and its catchy theme song: Green Acres is the place for me, Farm living is the life for me. Land spreading out so far and wide, Keep Manhattan just give me that countryside. The main story revolves around two socialites (Eva Gabor and Eddie Albert) who retired from their jobs in the [...]
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Is Market Fear Fading?
Rick Vollaro+ | May 15, 2013
In January I wrote two columns that served as exercises in speculative thinking. The second article described a scenario that might produce a bullish blow off in the markets during 2013: But what if 2013 is the year in which fear fades from the backdrop? What if system risk in Europe dissolves, the U.S avoids a major debt ceiling fallout, [...]
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Be Careful with Alternative Investments
Ken Solow+ | May 13, 2013
I have been on the road quite a bit recently, appearing at several professional conferences around the country. One fellow speaker at a conference in San Diego was Dr. Christopher Geczy, a finance professor at the Wharton School and the new academic director of the Wharton Wealth Management Initiative. His impressive resume features a B.A. in economics from the University [...]
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