The Problem with Monthly Returns

I recently wrote about three “red flags” that I look for when evaluating portfolio manager returns. The third item – a firm dropping a specific time frame from its performance reports – is particularly relevant, because we’ve decided to make our own change to the time horizon for our performance numbers. Beginning next month, Pinnacle…

How to Find a Good Investment Advisor

In these uncertain economic times, how do you find the right investment advisor for you? Ken Solow, a founding partner and Chief Investment Officer of Pinnacle Advisory Group, offers five excellent questions to ask your money manager to help you evaluate his or her investment skill, experience, and philosophy.