Special Reports

In these special reports, the the Pinnacle team takes an in-depth look at the market, investing, and Wealth Management.

Portfolio Tax Secrets

Portfolio Tax Secrets
There's a good chance you're making a costly mistake when it comes to managing taxes from your investments. Here's why...

Does Timing Matter?

Does Timing Matter?
How portfolio deposits and withdrawals impact returns.

When will the bull end?

When will the bull end?
Can the bull market in earnings continue?

Pinnacle Investment Method

Pinnacle Investment Method
Our philosophy of investing

Pinnacle Planning Process

Pinnacle Planning Process
Our approach to financial planning

Our Latest Assessment

Our Latest Assessment
Assessing the market, Spring 2012

Buy and Hold is Dead (Again)

Buy and Hold is Dead (Again)
A book summary of Ken Solow's Buy and Hold is Dead (Again)