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In May 2009, Pinnacle’s Chief Investment Officer and Senior Partner Ken Solow, CFP®, CLU, ChFC, published his first book, “Buy and Hold Is Dead (Again): The Case for Active Portfolio Management in Dangerous Markets,” a cutting-edge guide to why portfolios should be actively managed and an informal guide to Pinnacle’s investment philosophy. Ken’s Tactical Asset Allocation strategy combines unbreakable rules of investing – diversify and don’t buy overvalued assets – with a nuanced and common sense approach to portfolio construction. To download a summary of Ken's book - you can click here. To visit the book’s webpage - you can click here. Copies of the book are available to purchase on Amazon.com.
 
 


Pinnacle Professionals in the News

As an independent wealth management firm, Pinnacle Advisory Group and its in-house experts are frequently mentioned in the business, financial, and trade press.
 
 
 
2009
 
 
 
 
 
 
 
October 2009: Ken Solow's "Buy and Hold is Dead (Again) in the New York Times
 
 
 
August 2009: Ken Solow in Financial Advisor Magazine
 
July 2009: Pinnacle ranked in the Top 100 in Financial Advisor's annual RIA Survey
 
 
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