The Personal Side of Financial Planning
Jake Mason | June 11, 2012
Martha’s husband of almost 60 years passed away shortly before I started working with her. There were a number of financial issues to address after his death, and I was able to help take those off her shoulders so she could focus on coming to terms with her great personal loss. Her family had moved to Maryland from the mid-west [...]
Read More →
The Questions We Face
Rick Vollaro | June 6, 2012
Markets are down a healthy 10%, which from a price perspective is well within the range of what we were looking for when we started the quarter with the theme of consolidation and continuation (the bull will stay intact and rise once the correction has run its course). The question of whether the correction will be shallow or not has [...]
Read More →
A New Way to Describe What We Do
Ken Solow | June 4, 2012
I am often surprised at how the investment industry media finds ‘news’ in investment methods that Pinnacle has been employing for years. This weekend’s Wall Street Journal offered a wonderful example. In a Saturday article entitled, “Same Returns, Less Risk,” Ben Levisohn and Joe Light describe a new investment strategy where portfolio managers handle risk by targeting portfolio volatility instead [...]
Read More →Free Consultation
Our Publications
