The Executive Team

Pinnacle In the Press

• 3/31/2013: Wall Street Journal “How Funds Massage Numbers, Legally”
• 3/15/2013: New York Times “New Tax Laws Take Guesswork Out of Investment Tax Liability”
• 3/1/2013: Wall Street Journal “Say Goodbye to the 4% Rule for Retirement”
• 2/25/2013: MarketWatch “Retirement Success is About Spending, Not Saving”
• 2/7/2013: Wall Street Journal “Michael Kitces: Don’t Be Afraid of Harvesting Capital Gains”
• 12/28/2012: Baltimore Sun “Investment Outlook for 2013 Clouded by Uncertainty”
• 12/18/2012: Reuters “How Retirees Can Cope with the Fed’s New Normal”
• 12/17/2012: Wall Street Journal “To Handle Hard Times, Plan for the Long Term”